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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,487,751 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 24 · EIN 84-0467907 | Discretionary Trustee | $1,896,208 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,136,746 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $78,018 |
IBM1+ years Filed as: IBM TRUST ADMINISTRATION Service code 12 · EIN 13-0871985 | Claims processing | $50,821 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN AIRLINES, INC. Service code 14 · EIN 13-1502798 | Plan Administrator | $33,525 |
MERCER1+ years Filed as: MERCER HR SERVICES Service code 49 · EIN 13-2834414 | Other Services | $20,556 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $18,855 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,273 | $84,728+0.6% | $60,547+40.8% | $69,651+22.4% |
| Participation rate | 97.8% | 63.7%+34.1pp | 68.0%+29.8pp | 66.6%+31.2pp |
| Annual return | -23.81% | -1.91%-21.9pp | 335.64%-359.5pp | 53.77%-77.6pp |
| Employer contribution / active EE | $6,189 | $3,261+89.8% | $2,419+155.8% | $2,241+176.2% |
| Participant deferral / active EE | $5,965 | $3,056+95.2% | $3,328+79.3% | $3,635+64.1% |
| Admin fee / account holder | $95 | $74+28.7% | $4,536-97.9% | $63+50.8% |