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 ASSOCIATES8+ years Service code 28 · EIN 13-3436799 | Investment Management | $697,625 |
BRAVE WARRIOR ADVISORS LLC8+ years Service code 28 · EIN 35-2373635 | Investment Management | $398,279 |
THE SEGAL COMPANY7 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $180,199 |
HOOKER & HOLCOMBE, INC.5 years Filed as: HOOKER & HOLCOMBE Service code 11 · EIN 06-0854693 | Actuarial | $170,337 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $26,425 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-4994658 | Securities Custodian | $20,876 |
MOSES & SINGER LLP8+ years Service code 29 · EIN 13-5259490 | Legal | $14,022 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Securities Custodian | $6,020 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $5,500 |
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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 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -10.82% | -12.27%+1.5pp | -8.80%-2.0pp | 2.78%-13.6pp |
| Employer contribution / active EE | $0 | $13,732-100.0% | $43,463-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |