Filed September 28, 1999 (most recent of 3 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 |
|---|---|---|
XEROX CORPORATION2+ years Service code 36 · EIN 16-0468020 | Recordkeeping fees; Direct payment fr... | $3,987,685 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO & CO Service code 13 · EIN 94-1347393 | Contract Administrator | $403,014 |
Service code 13 · EIN 23-2259884 | Contract Administrator | $300,538 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $287,781 |
DATABANK IMX LLC2+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $141,692 |
MITCHELL & TITUS, LLP2+ years Service code 10 · EIN 13-2781641 | Accounting | $30,173 |
DUANE MORRIS LLP2+ years Service code 29 · EIN 23-1392502 | Legal | $14,404 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE Service code 12 · EIN 13-5581829 | Claims processing; Direct payment fro... | $11,730 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $0 | $209,212-100.0% | $18,392,177-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 56.6%-56.6pp | 37.5%-37.5pp | 45.6%-45.6pp |
| Annual return | -87.69% | 1.57%-89.3pp | 3.99%-91.7pp | 4.16%-91.9pp |
| Employer contribution / active EE | $0 | $47,181-100.0% | $38,279-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $138-100.0% | $386-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,510-100.0% | $140,034-100.0% | $21,465-100.0% |