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.
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| Provider | Service type | Compensation |
|---|---|---|
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Service code 57 · EIN 04-6987758 | Other investment fees and expenses; R... | $307,483 |
Filed as: GRANTHAM MAYO VAN OTTERLOO & CO LLC Service code 52 | Indirect Investment Fees | $249,079 |
Filed as: GRANTHAM,MAYO,VAN OTTERLOO & CO LLC Service code 52 · EIN 04-2691242 | Indirect Investment Fees | $159,181 |
Service code 52 · EIN 98-1114964 | Indirect Investment Fees | $0 |
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 | $445,616 | $96,458+362.0% | $136,298+226.9% | $77,958+471.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 17.47% | 23.78%-6.3pp | 5156.27%-5138.8pp | 20.87%-3.4pp |
| Employer contribution / active EE | $30,120 | $3,144+858.1% | $4,696+541.4% | $2,310+1203.6% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $97 | $80+20.5% | $9,244-99.0% | $97-0.5% |