Filed June 5, 2008
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.
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| Provider | Service type | Compensation |
|---|---|---|
GREENHAVEN ASSOCIATES10+ years Service code 28 · EIN 13-3436799 | Investment Management | $858,265 |
BRAVE WARRIOR ADVISORS LLC10+ years Service code 28 · EIN 35-2373635 | Investment Management | $495,377 |
HOOKER & HOLCOMBE, INC.2 years Filed as: HOOKER & HOLCOMBE INC Service code 11 · EIN 06-0854693 | Actuarial | $215,258 |
THE WAGNER LAW GROUP1 year Filed as: WAGNER LAW GROUP Service code 29 ONE FINANCIAL CENTER, SUITE 3610 · BOSTON, MA 02111 | Legal | $37,560 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $29,032 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-4994658 | Securities Custodian | $25,077 |
THE SEGAL COMPANY9 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $15,181 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $5,527 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 14.11% | 3.90%+10.2pp | 8.61%+5.5pp | 8.76%+5.4pp |
| Employer contribution / active EE | $0 | $12,005-100.0% | $33,046-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |