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 LLC5+ years Service code 57 · EIN 04-6987758 | Other investment fees and expenses; R... | $303,320 |
AQR CAPITAL MANAGEMENT LLC2 years Filed as: AQR XN OFFSHORE FUND, LP Service code 52 | Indirect Investment Fees | $97,863 |
Filed as: GRANTHAM,MAYO,VAN OTTERLOO & CO LLC Service code 52 · EIN 04-2691242 | Indirect Investment Fees | $74,913 |
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 | $526,271 | $101,523+418.4% | $141,200+272.7% | $77,775+576.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 82.5%+17.5pp | 73.2%+26.8pp |
| Annual return | 19.08% | 56.22%-37.1pp | 71.41%-52.3pp | 32.58%-13.5pp |
| Employer contribution / active EE | $32,830 | $3,341+882.7% | $4,736+593.1% | $2,504+1211.1% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $68 | $92-26.2% | $10,265-99.3% | $100-32.5% |