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... | $161,483 |
MITCHELL & TITUS, LLP1+ years Service code 10 · EIN 13-2781641 | Accounting | $30,173 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $27,057 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO & COMPANY Service code 13 · EIN 94-1347393 | Contract Administrator | $25,976 |
VERIZON COMMUNICATIONS INC.1+ years Filed as: VERIZON COMMUICATIONS INC. Service code 13 · EIN 23-2259884 | Contract Administrator | $19,639 |
DATABANK IMX LLC1+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $6,963 |
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 | $40,289-100.0% | $18,392,177-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 37.5%-37.5pp | 4.2%-4.2pp |
| Annual return | 491.37% | 10.64%+480.7pp | 3.99%+487.4pp | 10.64%+480.7pp |
| Employer contribution / active EE | $42,217 | $11,561+265.2% | $38,279+10.3% | $11,561+265.2% |
| Participant deferral / active EE | $0 | $347-100.0% | $386-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $140,034-100.0% | $312-100.0% |