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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREENHAVEN ASSOCIATES8+ years Service code 28 · EIN 13-3436799 | Investment Management | $662,218 |
BRAVE WARRIOR ADVISORS LLC8+ years Filed as: BRAVE WARRIOR ADVISORS, LLC Service code 28 · EIN 35-2373635 | Investment Management | $141,105 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $31,583 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-2624428 | Securities Custodian | $15,810 |
MOSES & SINGER LLP1 year Filed as: MOSES SINGER Service code 29 405 LEXINGTON AVENUE · NEW YORK, NY 101741299 | Legal | $5,873 |
Filed as: CAP TRUST Service code 16 · EIN 26-0058143 | Consulting | $5,750 |
PORTFOLIO EVALUATIONS, INC.8+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Consulting | $5,750 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,047 | $71,142+209.3% | $119,628+83.9% | $64,829+239.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -13.13% | -10.01%-3.1pp | -14.98%+1.8pp | 32.85%-46.0pp |
| Employer contribution / active EE | $14,846 | $2,497+494.5% | $4,232+250.8% | $2,507+492.2% |
| Participant deferral / active EE | $1,829 | $4,490-59.3% | $5,601-67.3% | $4,312-57.6% |
| Admin fee / account holder | $2,342 | $162+1344.5% | $10,330-77.3% | $188+1146.7% |