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 |
|---|---|---|
MERCER4+ years Filed as: MERCER HR SERVICES Service code 13 · EIN 13-2834414 | Contract Administrator | $944,516 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET Service code 15 · EIN 04-1867445 | Recordkeeping | $169,140 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN AIRLINES, INC. Service code 14 · EIN 13-1502798 | Plan Administrator | $106,982 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $79,890 |
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 | $20,507 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $8,696 |
Filed as: CBIZ Service code 49 · EIN 31-1582098 | Other Services | $6,025 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-2769294 | Investment Management | $5,705 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE HASKINS & SELLS Service code 10 | Accounting | $5,372 |
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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.
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 | $7,764,297-100.0% | $280,855-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -9.68% | -1.95%-7.7pp | -0.70%-9.0pp | -1.95%-7.7pp |
| Employer contribution / active EE | $6,795 | $9,243-26.5% | $28,903-76.5% | $9,243-26.5% |
| Participant deferral / active EE | $0 | $425-100.0% | $148-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,852-100.0% | $62,356-100.0% |