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 | $504,298 |
VERIZON COMMUNICATIONS INC.7+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $101,500 |
MITCHELL & TITUS, LLP7+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $55,105 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $54,760 |
DONNELLY WEALTH ADVISORS INC5 years Filed as: DONNELLY FINANCIAL Service code 16 · EIN 88-0222636 | Consulting | $23,616 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT HR SERVICES LLC Service code 16 · EIN 81-2983623 | Consulting | $14,198 |
ABEL NOSER SOLUTIONS3 years Service code 16 · EIN 81-2351633 | Consulting | $11,567 |
BLOOMBERG FINANCE LP2 years Filed as: BLOOMBERG FINANCE Service code 16 · EIN 06-1818168 | Consulting | $11,005 |
THOMPSON HINE7+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $9,081 |
S&P DOW JONES1 year Filed as: SP DOW JONES Service code 16 · EIN 61-1688006 | Consulting | $6,763 |
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 | $217,128 | $159,295+36.3% | $108,421+100.3% | $106,520+103.8% |
| Participation rate | 97.8% | 85.5%+12.3pp | 80.1%+17.7pp | 71.3%+26.5pp |
| Annual return | 7.67% | 17.79%-10.1pp | 905.61%-897.9pp | 19.28%-11.6pp |
| Employer contribution / active EE | $4,011 | $3,803+5.5% | $3,560+12.7% | $2,840+41.2% |
| Participant deferral / active EE | $8,315 | $9,392-11.5% | $6,564+26.7% | $4,948+68.1% |
| Admin fee / account holder | $312 | $99+215.6% | $7,298-95.7% | $75+318.1% |