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 | $528,123 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 51 · EIN 04-6987758 | Investment Mgmt Fees | $147,866 |
MERCATOR ASSET MANAGEMENT, L.P.1+ years Filed as: MERCATOR ASSET MANAGEMENT LP Service code 51 · EIN 02-6126955 | Investment Mgmt Fees | $28,516 |
Filed as: GRANTHAM,MAYO,VAN OTTERLOO & CO. Service code 52 · EIN 04-2691242 | Indirect Investment Fees | $7,859 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $252,559-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.0%0pp |
| Annual return | -1.60% | 1.67%-3.3pp | -1.68%+0.1pp | 1.67%-3.3pp |
| Employer contribution / active EE | $93,566 | $10,506+790.6% | $44,959+108.1% | $10,506+790.6% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $330-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $12,994-100.0% | $66,276-100.0% |