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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES Service code 13 · EIN 13-2834414 | Contract Administrator | $1,240,681 |
IBM1+ years Service code 15 · EIN 13-0871985 | Recordkeeping | $299,663 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN AIRLINES, INC. Service code 13 · EIN 13-1502798 | Contract Administrator | $161,820 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 15 · EIN 04-1867445 | Recordkeeping | $138,312 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $81,399 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $25,690 |
ALDEN CAPITAL1+ years Filed as: THE ALDEN GROUP Service code 13 4626 1/2 PROSPECT AVENUE · LOS ANGELES, CA 90027 | Contract Administrator | $17,465 |
HAYNES AND BOONE, LLP1+ years Service code 29 · EIN 75-1312888 | Legal | $13,712 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $5,050 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPER Service code 17 · EIN 13-4008324 | Pension Consulting | $5,000 |
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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 | $0 | $47,522-100.0% | $253,870-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 10.5%-10.5pp | 9.2%-9.2pp |
| Annual return | -4.08% | -0.08%-4.0pp | -1.10%-3.0pp | -0.08%-4.0pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $27,248-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $105-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $702,575-100.0% | $275-100.0% |