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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Recordkeeping fees; Other services; D... | $9,191,579 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO & COMPANY Service code 13 · EIN 94-1347393 | Contract Administrator | $971,733 |
VERIZON COMMUNICATIONS INC.2 years Service code 13 · EIN 23-2259884 | Contract Administrator | $549,372 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $442,903 |
DATABANK IMX LLC4+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $308,542 |
MITCHELL & TITUS, LLP4+ years Service code 10 · EIN 13-2781641 | Accounting | $145,230 |
DUANE MORRIS LLP4+ years Service code 29 · EIN 23-1392502 | Legal | $62,809 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $894,319,009-100.0% | $248,520-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 18.33% | 24.48%-6.1pp | 239.57%-221.2pp | 24.48%-6.1pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $43,837-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $575-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,083-100.0% | $2,968,729-100.0% |