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 ENERGY2+ years Service code 28 · EIN 46-5446698 | Investment Management | $697,035 |
ANGELO GORDON2+ years Service code 28 · EIN 51-0434947 | Investment Management | $693,846 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 25 · EIN 53-0181291 | Directed Trustee | $499,485 |
PIMCO FUNDS2+ years Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $339,466 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $299,437 |
CERBERUS2+ years Service code 28 · EIN 58-2672907 | Investment Management | $281,566 |
PIMCO FUNDS2+ years Filed as: PIMCO LONG BOND Service code 28 · EIN 33-0629048 | Investment Management | $269,289 |
DUNE RE2+ years Service code 28 · EIN 80-0881180 | Investment Management | $250,809 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Investment advisory (plan); Direct pa... | $241,665 |
CVC FUND VI2+ years Service code 28 · EIN 98-1115863 | Investment Management | $224,340 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -3.29% | -2.85%-0.4pp | -3.29%0pp | 33.37%-36.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $36,762-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |