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 CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $2,399,024 |
MERCER4 years Service code 16 · EIN 13-2834414 | Consulting | $135,345 |
LEARNLUX INC.1 year Service code 16 · EIN 47-4122769 | Consulting | $134,404 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $85,205 |
UNITED AIRLINES, INC.4 years Service code 14 · EIN 74-2099724 | Plan Administrator | $68,692 |
MITCHELL & TITUS, LLP5 years Service code 10 · EIN 13-2781641 | Accounting | $33,820 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,919 | $119,999-1.7% | $70,589+67.1% | $96,393+22.3% |
| Participation rate | 96.7% | 66.2%+30.5pp | 68.4%+28.3pp | 71.3%+25.4pp |
| Annual return | 20.28% | 20.36%-0.1pp | 32.80%-12.5pp | 22.88%-2.6pp |
| Employer contribution / active EE | $2,658 | $4,602-42.3% | $2,977-10.7% | $3,239-17.9% |
| Participant deferral / active EE | $7,181 | $4,604+56.0% | $4,569+57.2% | $5,455+31.7% |
| Admin fee / account holder | $37 | $95-61.2% | $6,430-99.4% | $74-50.3% |