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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES I Service code 16 · EIN 52-1868818 | Consulting | $1,975,365 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,699,454 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $586,478 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $260,909 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 · EIN 20-8058531 | Investment Management | $148,790 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $119,935 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO. Service code 21 · EIN 04-1867445 | Bank Trustee | $86,248 |
UNITED AIRLINES, INC.3 years Filed as: UNITED AIRLINES, INC Service code 14 · EIN 74-2099724 | Plan Administrator | $68,454 |
MITCHELL & TITUS, LLP4 years Service code 10 · EIN 13-2781641 | Accounting | $17,958 |
RHUMBLINE ADVISORS4 years Filed as: RHUMBLINE ADVISERS Service code 28 · EIN 04-3118582 | Investment Management | $9,182 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | - | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -12.69% | 7.68%-20.4pp | 22.50%-35.2pp | 7.68%-20.4pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $33,849-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | - | $19,323-100.0% |