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, LLC7 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Recordkeeping fees; Other services; C... | $9,789,269 |
Filed as: PRINCIPAL BANK Service code 13 · EIN 42-1466678 | Contract Administrator | $711,159 |
AON CONSULTING6 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $548,872 |
VERIZON COMMUNICATIONS INC.6 years Service code 14 · EIN 23-2259884 | Plan Administrator | $392,703 |
DATABANK IMX LLC8+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $328,918 |
MITCHELL & TITUS, LLP8+ years Service code 10 · EIN 13-2781641 | Accounting | $55,620 |
DUANE MORRIS LLP8+ years Service code 29 · EIN 23-1392502 | Legal | $38,574 |
PENSION BENEFIT INFORMATION3 years Service code 49 · EIN 82-2042737 | Other Services | $21,558 |
AYCO4 years Filed as: THE AYCO COMPANY L.P. Service code 17 · EIN 33-1187432 | Pension Consulting | $5,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $331,632-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 4.84% | 13.18%-8.3pp | 10.60%-5.8pp | 13.18%-8.3pp |
| Employer contribution / active EE | $13,773 | $8,469+62.6% | $43,831-68.6% | $8,469+62.6% |
| Participant deferral / active EE | $0 | $322-100.0% | $166-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $25,063-100.0% | - |