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 ASSOCIATES4+ years Service code 28 · EIN 13-3436799 | Investment Management | $621,091 |
BRAVE WARRIOR ADVISORS LLC4+ years Service code 28 · EIN 35-2373635 | Investment Management | $295,669 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $168,753 |
SQ ADVISORS4+ years Service code 28 · EIN 27-3282708 | Investment Management | $138,214 |
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE Service code 11 · EIN 06-0854693 | Actuarial | $81,716 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-4994658 | Securities Custodian | $28,238 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $21,725 |
MOSES & SINGER LLP4+ years Service code 29 · EIN 13-5259490 | Legal | $17,650 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATION Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $5,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | -19.46% | -1.65%-17.8pp | -3.29%-16.2pp | 0.19%-19.6pp |
| Employer contribution / active EE | $0 | $15,083-100.0% | $36,762-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |