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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $706,851 |
VERIZON COMMUNICATIONS INC.3+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $207,315 |
AON CONSULTING2 years Filed as: AON CONSULTING,INC Service code 16 · EIN 22-2232264 | Consulting | $56,116 |
MITCHELL & TITUS, LLP3+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $48,925 |
XEROX CORPORATION3+ years Service code 16 · EIN 16-0468020 | Consulting | $36,570 |
DATA RESEARCH GROUP1 year Filed as: DATA BANK IMX Service code 15 · EIN 25-1921937 | Recordkeeping | $26,789 |
THOMPSON HINE3+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $20,116 |
Filed as: DONNELLY FINANCIAL Service code 16 · EIN 88-0222636 | Consulting | $17,154 |
ZENO3+ years Service code 16 · EIN 95-4154420 | Consulting | $11,889 |
CEM BENCHMARKING2 years Service code 38 · EIN 98-0180257 | Participant Communication | $8,540 |
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 | $148,164 | $104,862+41.3% | $90,161+64.3% | $80,976+83.0% |
| Participation rate | 96.0% | 78.9%+17.1pp | 76.9%+19.2pp | 68.3%+27.8pp |
| Annual return | 9.14% | 20.18%-11.0pp | 34.89%-25.7pp | 22.91%-13.8pp |
| Employer contribution / active EE | $3,179 | $2,724+16.7% | $3,318-4.2% | $2,402+32.3% |
| Participant deferral / active EE | $6,028 | $6,098-1.1% | $5,287+14.0% | $3,848+56.6% |
| Admin fee / account holder | $186 | $76+143.3% | $5,943-96.9% | $67+175.1% |