Filed March 20, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
HARRIS4 years Filed as: HARRIS ASSOCIATES LP Service code 27 · EIN 36-3484078 | Advisory (Plan) | $661,429 |
SELECT EQUITY GROUP, L.P.4 years Filed as: SELECT EQUITY GROUP, LP Service code 27 · EIN 46-3465710 | Advisory (Plan) | $391,853 |
NEUBERGER BERMAN10+ years Filed as: NEUBERGER & BERMAN Service code 27 · EIN 13-5521910 | Advisory (Plan) | $158,347 |
LYRICAL ASSET MANAGEMENT9 years Service code 27 · EIN 37-1572793 | Advisory (Plan) | $114,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $531,774 | $106,264+400.4% | $147,117+261.5% | $77,762+583.9% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | 15.08% | 56.94%-41.9pp | 420.54%-405.5pp | 31.27%-16.2pp |
| Employer contribution / active EE | $13,941 | $4,074+242.2% | $4,932+182.6% | $2,728+411.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $3,290 | $334+884.1% | $12,993-74.7% | $433+660.1% |