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 |
|---|---|---|
Filed as: GRANTHAM,MAYO,VAN OTTERLOO & CO LLC Service code 52 | Indirect Investment Fees | $592,859 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $246,325 |
Service code 52 · EIN 04-2691242 | Indirect Investment Fees | $31,591 |
MERCATOR ASSET MANAGEMENT, L.P.1+ years Filed as: MERCATOR ASSET MANAGEMENT LP Service code 51 · EIN 02-6126955 | Investment Mgmt Fees | $26,505 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK N.A. Service code 51 · EIN 13-6353795 | Investment Mgmt Fees | $12,590 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $252,559-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 50.9%-50.9pp | 9.2%-9.2pp |
| Annual return | -4.21% | -0.08%-4.1pp | -1.68%-2.5pp | -0.08%-4.1pp |
| Employer contribution / active EE | $4,470 | $7,991-44.1% | $44,959-90.1% | $7,991-44.1% |
| Participant deferral / active EE | $0 | $325-100.0% | $330-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $12,994-100.0% | $275-100.0% |