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 | $2,502,391 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $182,725 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $73,000 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $35,185 |
UNITED AIRLINES, INC.1 year Service code 14 · EIN 74-2099724 | Plan Administrator | $33,434 |
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 | $138,547 | $123,048+12.6% | $81,988+69.0% | $106,273+30.4% |
| Participation rate | 94.4% | 65.1%+29.4pp | 69.3%+25.1pp | 70.8%+23.6pp |
| Annual return | 15.60% | 14.83%+0.8pp | 41.32%-25.7pp | 21.70%-6.1pp |
| Employer contribution / active EE | $3,017 | $3,893-22.5% | $2,499+20.8% | $2,722+10.8% |
| Participant deferral / active EE | $7,080 | $4,168+69.9% | $3,723+90.2% | $4,601+53.9% |
| Admin fee / account holder | $43 | $116-62.7% | $5,666-99.2% | $78-44.7% |