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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $340,586 |
XEROX CORPORATION2+ years Service code 36 · EIN 16-0468020 | Copying and duplicating; Recordkeepin... | $65,034 |
Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Direct payment from the plan; Recordk... | $59,782 |
MITCHELL & TITUS, LLP2+ years Service code 10 · EIN 13-2781641 | Accounting | $31,021 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO CO Service code 13 · EIN 94-1347393 | Contract Administrator | $18,850 |
VERIZON COMMUNICATIONS INC.2+ years Filed as: VERIZON COMMUNICATIONS INC Service code 13 · EIN 23-2259884 | Contract Administrator | $14,739 |
DATABANK IMX LLC2+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $5,601 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $44,091-100.0% | $256,121-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 4.5%-4.5pp |
| Annual return | -1.34% | 11.20%-12.5pp | 9.60%-10.9pp | 13.95%-15.3pp |
| Employer contribution / active EE | $0 | $27,489-100.0% | $45,595-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $372-100.0% | $255-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,523-100.0% | $612-100.0% |