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 |
|---|---|---|
XEROX CORPORATION1+ years Service code 36 · EIN 16-0468020 | Recordkeeping fees; Direct payment fr... | $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 |
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% |