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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $8,852,558 |
VERIZON COMMUNICATIONS INC.1+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $1,414,449 |
FACTSET RESEARCH SYSTEMS INC.1+ years Filed as: FACTSET Service code 16 · EIN 13-3362547 | Consulting | $289,501 |
XEROX CORPORATION1+ years Service code 16 · EIN 16-0468020 | Consulting | $244,443 |
THOMPSON HINE1+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $119,059 |
BLOOMBERG FINANCE LP1+ years Filed as: BLOOMBERG Service code 16 · EIN 13-3417984 | Consulting | $115,715 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPER Service code 16 · EIN 13-4008324 | Consulting | $93,819 |
ZENO1+ years Service code 16 · EIN 95-4154420 | Consulting | $78,938 |
MITCHELL & TITUS, LLP1+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $48,245 |
AYCO1+ years Service code 17 · EIN 14-1775643 | Pension Consulting | $26,302 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,773 | $85,590+45.8% | $73,309+70.2% | $69,651+79.1% |
| Participation rate | 95.5% | 78.5%+17.0pp | 74.9%+20.5pp | 66.6%+28.9pp |
| Annual return | 0.53% | 29.41%-28.9pp | 5.67%-5.1pp | 53.77%-53.2pp |
| Employer contribution / active EE | $6,047 | $2,537+138.3% | $3,237+86.8% | $2,241+169.9% |
| Participant deferral / active EE | $6,964 | $5,237+33.0% | $4,991+39.5% | $3,635+91.6% |
| Admin fee / account holder | $368 | $72+410.3% | $5,635-93.5% | $63+481.3% |