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 LLC6+ years Service code 57 · EIN 04-6987758 | Redemption fees; Other investment fee... | $221,804 |
Filed as: MONDRIAN INVESTMENT GROUP(US)INC. Service code 72 1105 N. MARKET STREET · WILMINGTON, DE 19801 | Other investment fees and expenses | $146,246 |
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 | $613,375 | $127,481+381.1% | $149,751+309.6% | $90,274+579.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 82.5%+17.5pp | 73.4%+26.6pp |
| Annual return | 16.11% | 57.78%-41.7pp | 276.71%-260.6pp | 53.97%-37.9pp |
| Employer contribution / active EE | $35,508 | $3,448+929.9% | $4,646+664.3% | $2,523+1307.1% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $84 | $152-44.4% | $9,312-99.1% | $114-26.0% |