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 | $560,417 |
VERIZON COMMUNICATIONS INC.8+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $97,058 |
MITCHELL & TITUS, LLP8+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $56,650 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $56,593 |
ABEL NOSER SOLUTIONS4 years Service code 16 · EIN 81-2351633 | Consulting | $12,130 |
THOMPSON HINE8+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $11,851 |
BLOOMBERG FINANCE LP3 years Filed as: BLOOMBERG FINANCE Service code 16 · EIN 06-1818168 | Consulting | $11,134 |
CONDUENT HR CONSULTING, LLC5 years Filed as: CONDUENT HR SERVICES LLC Service code 16 · EIN 81-2983623 | Consulting | $9,867 |
ALTERNATIVESOFT AG3 years Service code 16 | Consulting | $8,474 |
KPMG LLP4 years Filed as: KPMG Service code 16 · EIN 13-5565207 | Consulting | $7,423 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,910 | $125,578+42.5% | $86,460+106.9% | $89,433+100.0% |
| Participation rate | 97.8% | 86.1%+11.6pp | 80.3%+17.4pp | 71.3%+26.5pp |
| Annual return | -17.75% | -16.42%-1.3pp | 4399.82%-4417.6pp | -11.88%-5.9pp |
| Employer contribution / active EE | $4,103 | $4,137-0.8% | $3,771+8.8% | $3,021+35.8% |
| Participant deferral / active EE | $8,631 | $9,976-13.5% | $6,954+24.1% | $5,125+68.4% |
| Admin fee / account holder | $341 | $94+262.0% | $6,727-94.9% | $79+329.4% |