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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $19,898 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $10,000 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN AIRLINES, INC. Service code 13 · EIN 13-1502798 | Contract Administrator | $8,030 |
ALDEN CAPITAL1+ years Filed as: THE ALDEN GROUP Service code 13 4626 1/2 PROSPECT AVENUE · LOS ANGELES, CA 90027 | Contract Administrator | $6,361 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $42,572 | $75,935-43.9% | $60,547-29.7% | $125,389-66.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 68.0%-68.0pp | 83.2%-83.2pp |
| Annual return | -5.59% | -5.38%-0.2pp | 335.64%-341.2pp | 282.24%-287.8pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $284 | $6,768-95.8% | $4,536-93.7% | $9,541-97.0% |