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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Service code 36 · EIN 16-0468020 | Copying and duplicating; Direct payme... | $201,224 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $53,201 |
MITCHELL & TITUS, LLP1+ years Service code 10 · EIN 13-2781641 | Accounting | $30,173 |
VERIZON COMMUNICATIONS INC.1+ years Filed as: VERIZON COMMUNICATIONS INC Service code 13 · EIN 23-2259884 | Contract Administrator | $25,771 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO CO Service code 13 · EIN 94-1347393 | Contract Administrator | $23,053 |
DATABANK IMX LLC1+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $8,044 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 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 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | -45.18% | 5.61%-50.8pp | 3.99%-49.2pp | 11.88%-57.1pp |
| Employer contribution / active EE | $81,613 | $20,606+296.1% | $38,279+113.2% | $14,612+458.5% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |