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 15 · EIN 04-2647786 | Recordkeeping | $3,295,830 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $148,866 |
UNITED AIRLINES, INC.1 year Filed as: UNITED AIRLINES Service code 27 · EIN 74-2099724 | Advisory (Plan) | $140,139 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $46,527 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $44,110 |
Service code 10 · EIN 36-4189747 | Accounting | $32,200 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 72 · EIN 33-0629048 | Other investment fees and expenses | $10,322 |
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 | $111,137 | $106,972+3.9% | $71,671+55.1% | $80,976+37.2% |
| Participation rate | 93.9% | 64.4%+29.5pp | 68.7%+25.1pp | 68.3%+25.6pp |
| Annual return | 1.43% | 23.84%-22.4pp | 20.65%-19.2pp | 22.91%-21.5pp |
| Employer contribution / active EE | $2,661 | $4,034-34.1% | $2,460+8.2% | $2,402+10.8% |
| Participant deferral / active EE | $5,879 | $3,800+54.7% | $3,438+71.0% | $3,848+52.8% |
| Admin fee / account holder | $51 | $97-46.9% | $5,558-99.1% | $67-24.0% |