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.4+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $17,737 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $11,300 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN AIRLINES, INC. Service code 14 · EIN 13-1502798 | Plan Administrator | $11,216 |
MERCER3 years Service code 13 · EIN 13-2834414 | Contract Administrator | $6,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,623 | $85,790-50.3% | $67,313-36.7% | $135,381-68.5% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | -7.24% | -0.54%-6.7pp | -4.08%-3.2pp | 519.81%-527.1pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $308 | $6,392-95.2% | $4,507-93.2% | $10,828-97.2% |