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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $2,422,556 |
VERIZON COMMUNICATIONS INC.3 years Service code 14 · EIN 23-2259884 | Plan Administrator | $846,268 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVEST. MANAGEMENT, INC. Service code 28 · EIN 13-3200244 | Investment Management | $700,000 |
Filed as: MORGAN STANLEY INVEST. MGMT. INC. Service code 28 · EIN 13-3040307 | Investment Management | $494,946 |
AON CONSULTING9 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $463,872 |
Filed as: ARISTOTLE CAPITAL MANAGMENT, LLC Service code 28 · EIN 95-4833644 | Investment Management | $436,094 |
GQG PARTNERS LLC1 year Service code 28 · EIN 81-2109181 | Investment Management | $396,038 |
HARRIS1 year Filed as: HARRIS ASSOCIATES L.P. Service code 28 · EIN 04-3276558 | Investment Management | $383,780 |
DUANE MORRIS LLP2 years Filed as: DUANE MORRIS Service code 29 · EIN 23-1392502 | Legal | $142,462 |
ABEL NOSER SOLUTIONS6 years Service code 27 · EIN 81-2351633 | Advisory (Plan) | $130,270 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $248,321 | $167,668+48.1% | $100,415+147.3% | $106,553+133.0% |
| Participation rate | 98.7% | 87.6%+11.1pp | 81.5%+17.2pp | 69.8%+28.8pp |
| Annual return | 13.16% | 18.33%-5.2pp | 49.47%-36.3pp | 17.37%-4.2pp |
| Employer contribution / active EE | $7,269 | $4,908+48.1% | $3,943+84.4% | $3,359+116.4% |
| Participant deferral / active EE | $13,031 | $11,427+14.0% | $8,091+61.0% | $5,562+134.3% |
| Admin fee / account holder | $474 | $94+405.3% | $7,906-94.0% | $80+495.2% |