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, LLC8 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Recordkeeping fees; Direct payment fr... | $8,637,715 |
AON CONSULTING7 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $545,132 |
VERIZON COMMUNICATIONS INC.7 years Service code 14 · EIN 23-2259884 | Plan Administrator | $404,100 |
DATABANK IMX LLC9+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $345,154 |
Filed as: PRINCIPAL BANK Service code 13 · EIN 42-1466678 | Contract Administrator | $312,622 |
DUANE MORRIS LLP9+ years Service code 29 · EIN 23-1392502 | Legal | $71,033 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CHARTER GUARANTEE Service code 13 · EIN 51-0099493 | Contract Administrator | $58,964 |
MITCHELL & TITUS, LLP9+ years Service code 10 · EIN 13-2781641 | Accounting | $43,157 |
AYCO5 years Filed as: THE AYCO COMPANY L.P. Service code 17 · EIN 33-1187432 | Pension Consulting | $9,024 |
Filed as: SEDGWICK CLAIMS Service code 17 · EIN 36-2685608 | Pension Consulting | $6,350 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | -2.42% | 8.85%-11.3pp | 6.89%-9.3pp | 8.85%-11.3pp |
| Employer contribution / active EE | $22,617 | $8,529+165.2% | $43,868-48.4% | $8,529+165.2% |
| Participant deferral / active EE | $0 | $399-100.0% | $44-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |