Filed December 24, 2004 (most recent of 6 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: FIDELITY INVSTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,064,443 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $66,990 |
Service code 10 · EIN 36-4189747 | Accounting | $21,850 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $15,477 |
UNITED AIRLINES, INC.1 year Service code 38 · EIN 74-2099724 | Participant Communication | $7,338 |
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 | $123,682 | $96,540+28.1% | $67,313+83.7% | $73,367+68.6% |
| Participation rate | 95.3% | 65.8%+29.5pp | 69.1%+26.2pp | 69.5%+25.9pp |
| Annual return | -3.84% | -4.11%+0.3pp | -4.08%+0.2pp | 173.45%-177.3pp |
| Employer contribution / active EE | $2,708 | $4,087-33.7% | $2,566+5.6% | $2,499+8.4% |
| Participant deferral / active EE | $5,893 | $3,965+48.6% | $3,568+65.2% | $4,033+46.1% |
| Admin fee / account holder | $38 | $100-61.6% | $4,507-99.2% | $68-44.1% |