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.3+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $18,524 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $10,000 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN AIRLINES, INC. Service code 14 · EIN 13-1502798 | Plan Administrator | $7,797 |
MERCER2 years Service code 13 · EIN 13-2834414 | Contract Administrator | $6,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,355 | $91,037-48.0% | $71,671-33.9% | $147,587-67.9% |
| Participation rate | 0.0% | 76.1%-76.1pp | 68.7%-68.7pp | 82.8%-82.8pp |
| Annual return | 15.21% | 20.48%-5.3pp | 20.65%-5.4pp | 578.60%-563.4pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $253 | $8,613-97.1% | $5,558-95.4% | $10,886-97.7% |