Filed July 19, 1991
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRANTHAM,MAYO,VAN OTTERLOO & CO LLC Service code 52 · EIN 04-2691242 | Indirect Investment Fees | $337,935 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Service code 57 · EIN 04-6987758 | Other investment fees and expenses; R... | $253,516 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $133,608 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $85,635-100.0% | $123,894-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 81.4%-81.4pp | 71.1%-71.1pp |
| Annual return | 8.31% | 15.74%-7.4pp | 47.52%-39.2pp | 48.65%-40.3pp |
| Employer contribution / active EE | $28,355 | $3,076+821.7% | $4,617+514.2% | $2,182+1199.7% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |