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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $2,404,398 |
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $272,672 |
UNITED AIRLINES, INC.2 years Service code 14 · EIN 74-2099724 | Plan Administrator | $84,485 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $73,000 |
MITCHELL & TITUS, LLP3 years Service code 10 · EIN 13-2781641 | Accounting | $45,285 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $18,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,803 | $130,338+11.9% | $85,708+70.1% | $106,520+36.9% |
| Participation rate | 93.3% | 64.6%+28.6pp | 69.9%+23.4pp | 71.3%+21.9pp |
| Annual return | 12.55% | 14.40%-1.9pp | 21.49%-8.9pp | 19.28%-6.7pp |
| Employer contribution / active EE | $2,568 | $3,864-33.5% | $2,618-1.9% | $2,840-9.6% |
| Participant deferral / active EE | $6,838 | $4,160+64.4% | $3,922+74.3% | $4,948+38.2% |
| Admin fee / account holder | $44 | $114-61.7% | $6,876-99.4% | $75-41.5% |