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 |
|---|---|---|
Service code 52 · EIN 98-1114964 | Indirect Investment Fees | $413,922 |
CAUSEWAY CAPITAL MANAGEMENT LLC4+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $314,605 |
Filed as: GRANTHAM,MAYO,VAN OTTERLOO & CO LLC Service code 51 | Investment Mgmt Fees | $114,575 |
Service code 51 · EIN 04-2691242 | Investment Mgmt Fees | $5,444 |
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 | $7,764,297-100.0% | $1,035,159-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | -15.97% | -1.95%-14.0pp | -61.72%+45.7pp | -1.95%-14.0pp |
| Employer contribution / active EE | $5,041 | $9,243-45.5% | $47,703-89.4% | $9,243-45.5% |
| Participant deferral / active EE | $0 | $425-100.0% | $135-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $5,792-100.0% | $62,356-100.0% |