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 ASSOCIATES1+ years Service code 28 · EIN 13-3436799 | Investment Management | $403,652 |
BRAVE WARRIOR ADVISORS LLC1+ years Service code 28 · EIN 35-2373635 | Investment Management | $362,327 |
THE SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING - DIV. OF SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $307,284 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER & BERMAN Service code 28 · EIN 13-5521910 | Investment Management | $109,350 |
SQ ADVISORS1+ years Service code 28 · EIN 27-3282708 | Investment Management | $42,135 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-4994658 | Securities Custodian | $26,747 |
MOSES & SINGER LLP1+ years Service code 29 · EIN 13-5259490 | Legal | $23,464 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $19,400 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATION Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $6,250 |
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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 | $82,591-100.0% | $313,292-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.8%-0.8pp |
| Annual return | -3.28% | -1.96%-1.3pp | -2.79%-0.5pp | -0.60%-2.7pp |
| Employer contribution / active EE | $0 | $11,651-100.0% | $39,327-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,115-100.0% | $717-100.0% |