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 | $440,453 |
VERIZON COMMUNICATIONS INC.6+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $118,159 |
AON CONSULTING5 years Filed as: AON CONSULTING,INC Service code 16 · EIN 22-2232264 | Consulting | $57,726 |
MITCHELL & TITUS, LLP6+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $53,534 |
DONNELLY WEALTH ADVISORS INC4 years Filed as: DONNELLY FINANCIAL Service code 16 · EIN 88-0222636 | Consulting | $21,562 |
PROSKAUER ROSE LLP5 years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $16,566 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SERVICES LLC Service code 16 · EIN 81-2983623 | Consulting | $15,816 |
ABEL NOSER SOLUTIONS2 years Service code 16 · EIN 81-2351633 | Consulting | $14,718 |
BLOOMBERG FINANCE LP1 year Filed as: BLOOMBERG FINANCE Service code 16 · EIN 06-1818168 | Consulting | $11,786 |
THOMPSON HINE6+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $9,383 |
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 | $201,030 | $139,618+44.0% | $100,540+100.0% | $106,273+89.2% |
| Participation rate | 97.5% | 83.2%+14.3pp | 79.4%+18.0pp | 70.8%+26.7pp |
| Annual return | 9.72% | 22.24%-12.5pp | 30.90%-21.2pp | 21.70%-12.0pp |
| Employer contribution / active EE | $3,770 | $3,379+11.6% | $3,419+10.3% | $2,722+38.5% |
| Participant deferral / active EE | $7,858 | $8,459-7.1% | $6,272+25.3% | $4,601+70.8% |
| Admin fee / account holder | $263 | $91+189.3% | $8,082-96.7% | $78+235.3% |