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.
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| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Service code 36 · EIN 16-0468020 | Recordkeeping fees; Copying and dupli... | $5,024,911 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO & COMPANY Service code 13 · EIN 94-1347393 | Contract Administrator | $809,465 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $424,838 |
VERIZON COMMUNICATIONS INC.1+ years Filed as: VERIZON COMMUNICATIONS INC Service code 13 · EIN 23-2259884 | Contract Administrator | $365,458 |
DATABANK IMX LLC1+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $190,925 |
MITCHELL & TITUS, LLP1+ years Service code 10 · EIN 13-2781641 | Accounting | $30,173 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE Service code 12 · EIN 13-5581829 | Claims processing; Direct payment fro... | $17,768 |
DUANE MORRIS LLP1+ years Service code 29 · EIN 23-1392502 | Legal | $13,075 |
INVESTIGATIVE CONSULTING1+ years Service code 49 · EIN 46-1919260 | Other Services | $5,988 |
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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $18,392,177-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 37.5%-37.5pp | 4.2%-4.2pp |
| Annual return | 2.30% | 10.64%-8.3pp | 3.99%-1.7pp | 10.64%-8.3pp |
| Employer contribution / active EE | $114,717 | $11,561+892.3% | $38,279+199.7% | $11,561+892.3% |
| Participant deferral / active EE | $0 | $347-100.0% | $386-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $140,034-100.0% | $312-100.0% |