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 | $985,648 |
BRAVE WARRIOR ADVISORS LLC7+ years Filed as: BRAVE WARRIOR ADVISORS, LLC Service code 28 · EIN 35-2373635 | Investment Management | $165,973 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $29,470 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-2624428 | Securities Custodian | $20,417 |
PORTFOLIO EVALUATIONS, INC.7+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $11,000 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,575 | $86,225+235.8% | $146,649+97.5% | $86,828+233.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 80.1%+19.9pp | 72.3%+27.7pp |
| Annual return | 20.30% | 31.23%-10.9pp | 22.75%-2.4pp | 97.95%-77.6pp |
| Employer contribution / active EE | $11,650 | $2,392+387.0% | $4,137+181.6% | $2,406+384.2% |
| Participant deferral / active EE | $2,001 | $4,245-52.9% | $5,506-63.7% | $4,132-51.6% |
| Admin fee / account holder | $3,663 | $195+1775.7% | $10,281-64.4% | $170+2060.2% |