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 | $398,342 |
MITCHELL & TITUS, LLP9+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $57,783 |
Service code 14 · EIN 23-2259884 | Plan Administrator | $56,132 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $53,555 |
DONNELLEY FINANCIAL LLC1 year Service code 10 · EIN 34-4829638 | Accounting | $47,615 |
DUANE MORRIS LLP1 year Filed as: DUANE MORRIS Service code 29 · EIN 23-1392502 | Legal | $20,948 |
THOMPSON HINE9+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $18,670 |
ABEL NOSER SOLUTIONS5 years Service code 27 · EIN 81-2351633 | Advisory (Plan) | $15,755 |
BLOOMBERG FINANCE LP4 years Filed as: BLOOMBERG FINANCE Service code 27 · EIN 06-1818168 | Advisory (Plan) | $12,273 |
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT HR SERVICES LLC Service code 16 · EIN 81-2983623 | Consulting | $8,167 |
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 | $206,839 | $141,418+46.3% | $94,677+118.5% | $96,393+114.6% |
| Participation rate | 97.9% | 86.8%+11.1pp | 80.8%+17.1pp | 71.3%+26.6pp |
| Annual return | 13.08% | 21.96%-8.9pp | 156.95%-143.9pp | 22.88%-9.8pp |
| Employer contribution / active EE | $4,260 | $4,361-2.3% | $3,673+16.0% | $3,239+31.5% |
| Participant deferral / active EE | $8,959 | $10,695-16.2% | $7,418+20.8% | $5,455+64.2% |
| Admin fee / account holder | $305 | $82+270.0% | $7,222-95.8% | $74+312.7% |