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 LLC7+ years Service code 57 · EIN 04-6987758 | Other investment fees and expenses; R... | $74,519 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT GROUP(US)INC. Service code 72 1105 N. MARKET STREET · WILMINGTON, DE 19801 | Other investment fees and expenses | $11,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $681,137 | $120,450+465.5% | $159,495+327.1% | $93,010+632.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 82.8%+17.2pp | 73.9%+26.1pp |
| Annual return | 10.83% | 27.11%-16.3pp | 263.72%-252.9pp | 158.70%-147.9pp |
| Employer contribution / active EE | $33,722 | $3,526+856.5% | $4,831+598.0% | $2,705+1146.5% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,354-100.0% | $4,561-100.0% |
| Admin fee / account holder | $20 | $137-85.1% | $10,804-99.8% | $152-86.5% |