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 |
|---|---|---|
Filed as: GRANTHAM,MAYO,VAN OTTERLOO & CO LLC Service code 51 | Investment Mgmt Fees | $380,766 |
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $349,514 |
Service code 52 · EIN 98-1114964 | Indirect Investment Fees | $313,597 |
Service code 51 · EIN 04-2691242 | Investment Mgmt Fees | $261,712 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $88,087 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $308,850-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 48.5%-48.5pp | 5.3%-5.3pp |
| Annual return | -40.78% | 1057.21%-1098.0pp | 14.41%-55.2pp | 1057.21%-1098.0pp |
| Employer contribution / active EE | $0 | $14,374-100.0% | $45,283-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $125-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $9,941-100.0% | $81,210-100.0% |