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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $2,091,834 |
VERIZON COMMUNICATIONS INC.4 years Service code 14 · EIN 23-2259884 | Plan Administrator | $1,475,803 |
BOSTON PARTNERS3 years Filed as: BOSTON PARTNERS GLOBAL INVSTRS, INC Service code 28 · EIN 98-0202744 | Investment Management | $1,255,178 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 16 · EIN 22-2232264 | Consulting | $519,840 |
PGIM INVESTMENTS5 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $352,777 |
Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 13-3040307 | Investment Management | $303,584 |
GQG PARTNERS LLC2 years Service code 28 · EIN 81-2109181 | Investment Management | $150,000 |
ABEL NOSER SOLUTIONS1 year Filed as: ABEL NOSER Service code 27 · EIN 81-2351633 | Advisory (Plan) | $105,198 |
THOMPSON HINE4 years Service code 29 · EIN 34-0575300 | Legal | $104,428 |
DUANE MORRIS LLP3 years Filed as: DUANE MORRIS Service code 29 · EIN 23-1392502 | Legal | $92,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,595,235 | $165,320+1469.8% | $102,184+2439.8% | $165,320+1469.8% |
| Participation rate | 0.0% | 81.8%-81.8pp | 82.6%-82.6pp | 81.8%-81.8pp |
| Annual return | 14.02% | 12.93%+1.1pp | 31.58%-17.6pp | 12.93%+1.1pp |
| Employer contribution / active EE | $8,233 | $4,428+85.9% | $3,594+129.1% | $4,428+85.9% |
| Participant deferral / active EE | $15,036 | $7,228+108.0% | $8,309+81.0% | $7,228+108.0% |
| Admin fee / account holder | $3,907 | $137+2743.7% | $11,609-66.3% | $137+2743.7% |