Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
MERCER4+ years Filed as: MERCER HR SERVICES Service code 13 · EIN 13-2834414 | Contract Administrator | $1,260,903 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET Service code 15 · EIN 04-1867445 | Recordkeeping | $211,922 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $103,281 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN AIRLINES, INC. Service code 14 · EIN 13-1502798 | Plan Administrator | $75,333 |
MAYER HOFFMAN MCCANN P.C.4+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $26,306 |
HAYNES AND BOONE, LLP4+ years Service code 29 · EIN 75-1312888 | Legal | $25,641 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $8,696 |
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE HASKINS & SELLS Service code 10 | Accounting | $6,726 |
Filed as: CBIZ Service code 49 · EIN 31-1582098 | Other Services | $6,717 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-2769294 | Investment Management | $6,499 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $280,855-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -9.46% | 73.13%-82.6pp | -0.70%-8.8pp | 73.13%-82.6pp |
| Employer contribution / active EE | $22,071 | $8,421+162.1% | $28,903-23.6% | $8,421+162.1% |
| Participant deferral / active EE | $0 | $293-100.0% | $148-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | - |