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 ASSOCIATES11+ years Service code 28 · EIN 13-3436799 | Investment Management | $835,230 |
BRAVE WARRIOR ADVISORS LLC11+ years Service code 28 · EIN 35-2373635 | Investment Management | $488,475 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 | Actuarial | $289,115 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $28,789 |
JPMORGAN INVEST HOLDINGS LLC11+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-4994658 | Securities Custodian | $25,862 |
THE WAGNER LAW GROUP2 years Filed as: WAGNER LAW GROUP Service code 29 ONE FINANCIAL CENTER, SUITE 3610 · BOSTON, MA 02111 | Legal | $10,712 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $5,610 |
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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 | $249,316-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 59.4%-59.4pp | 0.0%0pp |
| Annual return | 12.54% | 10.08%+2.5pp | 10.61%+1.9pp | 10.08%+2.5pp |
| Employer contribution / active EE | $0 | $15,414-100.0% | $31,160-100.0% | $15,414-100.0% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $24-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $1,819-100.0% | - |