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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $477,706 |
VERIZON COMMUNICATIONS INC.2 years Service code 14 · EIN 23-2259884 | Plan Administrator | $96,963 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $59,508 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $53,030 |
DONNELLEY FINANCIAL LLC2 years Service code 10 · EIN 34-4829638 | Accounting | $17,153 |
DUANE MORRIS LLP2 years Filed as: DUANE MORRIS Service code 29 · EIN 23-1392502 | Legal | $17,017 |
ABEL NOSER SOLUTIONS6 years Service code 27 · EIN 81-2351633 | Advisory (Plan) | $15,093 |
THOMPSON HINE10+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $12,246 |
BLOOMBERG FINANCE LP5 years Filed as: BLOOMBERG FINANCE Service code 27 · EIN 06-1818168 | Advisory (Plan) | $11,656 |
ALTERNATIVESOFT AG5 years Service code 27 · EIN 11-1687743 | Advisory (Plan) | $9,068 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $230,748 | $167,668+37.6% | $100,415+129.8% | $106,553+116.6% |
| Participation rate | 97.7% | 87.6%+10.1pp | 81.5%+16.2pp | 69.8%+27.8pp |
| Annual return | 13.43% | 18.33%-4.9pp | 49.47%-36.0pp | 17.37%-3.9pp |
| Employer contribution / active EE | $4,410 | $4,908-10.2% | $3,943+11.8% | $3,359+31.3% |
| Participant deferral / active EE | $9,287 | $11,427-18.7% | $8,091+14.8% | $5,562+67.0% |
| Admin fee / account holder | $319 | $94+240.5% | $7,906-96.0% | $80+301.0% |