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 | $405,954 |
BRAVE WARRIOR ADVISORS LLC1+ years Filed as: BRAVE WARRIOR ADVISORS, LLC Service code 28 · EIN 35-2373635 | Investment Management | $137,572 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER & BERMAN Service code 28 · EIN 13-5521910 | Investment Management | $43,855 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-2624428 | Securities Custodian | $23,831 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $22,900 |
SQ ADVISORS1+ years Service code 28 · EIN 27-3282708 | Investment Management | $13,884 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $12,250 |
MOSES & SINGER LLP1+ years Service code 29 · EIN 13-5259490 | Legal | $10,044 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,821 | $57,108+297.2% | $94,229+140.7% | $52,331+333.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -6.70% | 1.47%-8.2pp | 10.68%-17.4pp | 4.54%-11.2pp |
| Employer contribution / active EE | $9,433 | $1,735+443.6% | $3,587+163.0% | $1,882+401.3% |
| Participant deferral / active EE | $1,125 | $3,040-63.0% | $4,320-74.0% | $3,022-62.8% |
| Admin fee / account holder | $2,524 | $546+361.9% | $6,269-59.7% | $592+326.7% |