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 ASSOCIATES9+ years Service code 28 · EIN 13-3436799 | Investment Management | $989,869 |
BRAVE WARRIOR ADVISORS LLC9+ years Service code 28 · EIN 35-2373635 | Investment Management | $453,546 |
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE INC Service code 11 · EIN 06-0854693 | Actuarial | $157,427 |
THE SEGAL COMPANY8 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $141,076 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $27,201 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-4994658 | Securities Custodian | $23,728 |
MOSES & SINGER LLP9+ years Service code 29 · EIN 13-5259490 | Legal | $21,058 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $6,875 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Securities Custodian | $5,673 |
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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 | $3,299,877-100.0% | $398,892-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 54.1%-54.1pp | 2.3%-2.3pp |
| Annual return | 30.78% | 7.31%+23.5pp | 8.54%+22.2pp | 37.77%-7.0pp |
| Employer contribution / active EE | $0 | $9,805-100.0% | $37,153-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $77,551-100.0% | $9,287-100.0% |