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 LLC5+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $241,048 |
Filed as: AQR DELTA XN OFFSHORE FUND LP Service code 51 | Investment Mgmt Fees | $189,054 |
Filed as: GRANTHAM,MAYO,VAN OTTERLOO & CO LLC Service code 51 | Investment Mgmt Fees | $73,767 |
Service code 52 · EIN 98-1114964 | Indirect Investment Fees | $0 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO Service code 51 · EIN 04-2691242 | Investment Mgmt Fees | $0 |
Employer contribution per participant 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 | $894,319,009-100.0% | $346,182-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 0.0%0pp |
| Annual return | 11.28% | 24.48%-13.2pp | 13.48%-2.2pp | 24.48%-13.2pp |
| Employer contribution / active EE | $1,680 | $9,418-82.2% | $47,067-96.4% | $9,418-82.2% |
| Participant deferral / active EE | $0 | $501-100.0% | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $14,572-100.0% | $2,968,729-100.0% |