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 |
|---|---|---|
CVC FUND VI3+ years Service code 28 · EIN 13-5160382 | Investment Management | $728,443 |
Service code 25 · EIN 53-0181291 | Directed Trustee | $503,178 |
ANGELO GORDON3+ years Service code 28 · EIN 51-0434947 | Investment Management | $501,918 |
QUANTUM ENERGY3+ years Service code 28 · EIN 46-5446698 | Investment Management | $483,286 |
PIMCO FUNDS3+ years Filed as: PIMCO LONG BOND Service code 28 · EIN 33-0629048 | Investment Management | $339,276 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Investment advisory (plan); Direct pa... | $315,600 |
CERBERUS3+ years Service code 28 · EIN 58-2672907 | Investment Management | $282,373 |
DUNE RE3+ years Service code 28 · EIN 80-0881180 | Investment Management | $197,272 |
PIMCO FUNDS3+ years Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $185,871 |
CENTERBRIDGE CAPITAL3+ years Service code 51 · EIN 47-3258227 | Investment Mgmt Fees | $180,339 |
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 | $341,093,897-100.0% | $286,273-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | 19.73% | 15.89%+3.8pp | 10.78%+8.9pp | 21.83%-2.1pp |
| Employer contribution / active EE | $0 | $10,104-100.0% | $41,857-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $83,605-100.0% | $1,551,325-100.0% |