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 51 · EIN 04-6987758 | Investment Mgmt Fees | $67,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $375,279-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.0%0pp |
| Annual return | 0.36% | 13.51%-13.1pp | 9.78%-9.4pp | 13.51%-13.1pp |
| Employer contribution / active EE | $9,515 | $8,170+16.5% | $46,889-79.7% | $8,170+16.5% |
| Participant deferral / active EE | $0 | $488-100.0% | $72-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $5,665-100.0% | - |