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 |
|---|---|---|
CAUSEWAY CAPITAL MANAGEMENT LLC4+ years Service code 57 · EIN 04-6987758 | Redemption fees; Other investment fee... | $303,039 |
Filed as: AQR XN OFFSHORE FUND, LP Service code 52 | Indirect Investment Fees | $214,056 |
Filed as: GRANTHAM,MAYO,VAN OTTERLOO & CO LLC Service code 52 · EIN 04-2691242 | Indirect Investment Fees | $81,376 |
Service code 52 · EIN 98-1114964 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $431,902 | $88,874+386.0% | $123,553+249.6% | $75,289+473.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.3%+17.7pp | 72.4%+27.6pp |
| Annual return | -5.85% | 4.22%-10.1pp | 119.21%-125.1pp | -0.04%-5.8pp |
| Employer contribution / active EE | $31,320 | $3,256+862.0% | $4,628+576.8% | $2,405+1202.3% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $66 | $95-30.1% | $9,284-99.3% | $102-35.4% |