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 ASSOCIATES11+ years Service code 28 · EIN 13-3436799 | Investment Management | $969,130 |
BRAVE WARRIOR ADVISORS LLC11+ years Filed as: BRAVE WARRIOR ADVISORS, LLC Service code 28 · EIN 35-2373635 | Investment Management | $217,810 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $34,947 |
JPMORGAN INVEST HOLDINGS LLC11+ years Filed as: JPMORGAN CHASE Service code 19 · EIN 13-2624428 | Securities Custodian | $23,968 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 16 · EIN 06-1053228 | Consulting | $14,938 |
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP TRUST Service code 16 · EIN 26-0058143 | Consulting | $11,731 |
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.
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 | $356,174 | $130,795+172.3% | $173,730+105.0% | $64,728+450.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 79.6%+20.4pp | 57.9%+42.1pp |
| Annual return | 7.70% | 13.01%-5.3pp | 19.96%-12.3pp | 49.38%-41.7pp |
| Employer contribution / active EE | $9,285 | $2,914+218.6% | $4,577+102.9% | $2,243+314.0% |
| Participant deferral / active EE | $2,886 | $3,477-17.0% | $6,326-54.4% | $2,729+5.7% |
| Admin fee / account holder | $3,635 | $1,356+168.1% | $17,523-79.3% | $1,145+217.4% |