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 ENERGY6+ years Service code 28 · EIN 46-5446698 | Investment Management | $607,472 |
WILLIS TOWERS WATSON US LLC4 years Service code 25 · EIN 53-0181291 | Directed Trustee | $348,114 |
GOLDMAN SACHS1 year Filed as: CVC CAPITAL PARTNERS Service code 28 · EIN 98-1115863 | Investment Management | $305,575 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT OCI Service code 27 · EIN 13-3575636 | Advisory (Plan) | $266,857 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $206,996 |
THE BANK OF NEW YORK MELLON6+ years Service code 28 · EIN 04-6529678 | Investment Management | $168,714 |
SUN CAPITAL6+ years Service code 28 · EIN 98-1068525 | Investment Management | $168,441 |
STONE ARCH6+ years Service code 28 · EIN 26-1607449 | Investment Management | $140,550 |
CENTERBRIDGE CAPITAL6+ years Service code 51 · EIN 47-3258227 | Investment Mgmt Fees | $116,427 |
MHR6+ years Service code 51 · EIN 20-0382655 | Investment Mgmt Fees | $98,903 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $592,784-100.0% | $565,817-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.5%-44.5pp | 29.9%-29.9pp | 44.4%-44.4pp |
| Annual return | -95.05% | -8.21%-86.8pp | -8.80%-86.2pp | -14.65%-80.4pp |
| Employer contribution / active EE | $0 | $47,558-100.0% | $43,463-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $945-100.0% | $866-100.0% | $14,582-100.0% |