Filed January 28, 2002 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
QUANTUM ENERGY7+ years Service code 28 · EIN 46-5446698 | Investment Management | $181,841 |
CVC FUND VI7+ years Service code 28 · EIN 98-1115863 | Investment Management | $161,947 |
CERBERUS7+ years Service code 28 · EIN 58-2672907 | Investment Management | $159,469 |
SUN CAPITAL7+ years Service code 28 · EIN 98-1068525 | Investment Management | $124,682 |
WILLIS TOWERS WATSON US LLC3 years Service code 25 · EIN 53-0181291 | Directed Trustee | $107,026 |
STONE ARCH7+ years Service code 28 · EIN 26-1607449 | Investment Management | $87,991 |
CENTERBRIDGE CAPITAL6 years Service code 51 · EIN 47-3258227 | Investment Mgmt Fees | $54,905 |
ANGELO GORDON7+ years Service code 28 · EIN 51-0434947 | Investment Management | $53,760 |
PIMCO FUNDS6 years Filed as: PIMCO LONG BOND Service code 28 · EIN 33-0629048 | Investment Management | $45,121 |
PIMCO FUNDS6 years Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $38,333 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $369,410-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 3.6%-3.6pp |
| Annual return | 9.24% | 10.82%-1.6pp | 8.29%+0.9pp | 11.84%-2.6pp |
| Employer contribution / active EE | $0 | $12,700-100.0% | $40,774-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $4,495-100.0% | $409-100.0% |