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, LLC6 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Copying and duplicating; Direct payme... | $8,543,673 |
Filed as: PRINCIPAL BANK Service code 13 · EIN 42-1466678 | Contract Administrator | $550,413 |
AON CONSULTING5 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $490,426 |
VERIZON COMMUNICATIONS INC.5 years Service code 14 · EIN 23-2259884 | Plan Administrator | $438,264 |
DATABANK IMX LLC7+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $316,690 |
DUANE MORRIS LLP7+ years Service code 29 · EIN 23-1392502 | Legal | $160,456 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 13 · EIN 94-1347393 | Contract Administrator | $121,311 |
MITCHELL & TITUS, LLP7+ years Service code 10 · EIN 13-2781641 | Accounting | $27,398 |
D. BRENNAN REILLY, P.C.1 year Service code 29 · EIN 76-0634363 | Legal | $20,866 |
AYCO3 years Filed as: THE AYCO COMPANY L.P. Service code 17 · EIN 33-1187432 | Pension Consulting | $11,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $268,676-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -21.40% | 7.68%-29.1pp | -10.68%-10.7pp | 7.68%-29.1pp |
| Employer contribution / active EE | $8,411 | $9,142-8.0% | $48,995-82.8% | $9,142-8.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $360-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $4,366-100.0% | $19,323-100.0% |