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 | $596,370 |
VERIZON COMMUNICATIONS INC.5+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $162,865 |
AON CONSULTING4 years Filed as: AON CONSULTING,INC Service code 16 · EIN 22-2232264 | Consulting | $54,536 |
MITCHELL & TITUS, LLP5+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $52,530 |
DONNELLY WEALTH ADVISORS INC3 years Filed as: DONNELLY FINANCIAL Service code 16 · EIN 88-0222636 | Consulting | $17,802 |
CEM BENCHMARKING4 years Service code 38 · EIN 98-0180257 | Participant Communication | $17,000 |
THOMPSON HINE5+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $15,669 |
BLOOMBERG FINANCE LP5+ years Filed as: BLOOMBERG Service code 16 · EIN 13-3417984 | Consulting | $9,980 |
ABEL NOSER SOLUTIONS1 year Service code 16 · EIN 81-2351633 | Consulting | $9,234 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES LLC Service code 16 · EIN 81-2983623 | Consulting | $6,794 |
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 | $185,015 | $116,243+59.2% | $91,994+101.1% | $89,609+106.5% |
| Participation rate | 97.0% | 84.8%+12.2pp | 78.6%+18.4pp | 69.6%+27.4pp |
| Annual return | 16.94% | 23.75%-6.8pp | 69.04%-52.1pp | 33.65%-16.7pp |
| Employer contribution / active EE | $3,828 | $3,226+18.7% | $3,453+10.9% | $2,584+48.1% |
| Participant deferral / active EE | $7,176 | $7,519-4.6% | $5,924+21.1% | $4,222+70.0% |
| Admin fee / account holder | $236 | $82+186.7% | $7,744-97.0% | $72+229.1% |