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 ASSOCIATES7+ years Service code 28 · EIN 13-3436799 | Investment Management | $819,633 |
BRAVE WARRIOR ADVISORS LLC7+ years Service code 28 · EIN 35-2373635 | Investment Management | $438,939 |
HOOKER & HOLCOMBE, INC.4 years Filed as: HOOKER & HOLCOMBE Service code 11 · EIN 06-0854693 | Actuarial | $170,099 |
THE SEGAL COMPANY6 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $148,649 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-4994658 | Securities Custodian | $26,024 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $21,980 |
MOSES & SINGER LLP7+ years Service code 29 · EIN 13-5259490 | Legal | $9,745 |
PORTFOLIO EVALUATIONS, INC.7+ years Filed as: PORTFOLIO EVALUATION Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $5,000 |
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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 | $1,472,696-100.0% | $369,410-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.7%-0.7pp |
| Annual return | 18.88% | 10.90%+8.0pp | 8.29%+10.6pp | 13.24%+5.6pp |
| Employer contribution / active EE | $0 | $14,619-100.0% | $40,774-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,495-100.0% | $4,137-100.0% |