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 | $8,660,221 |
VERIZON COMMUNICATIONS INC.2+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $1,197,826 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $283,727 |
THOMPSON HINE2+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $165,937 |
KPMG LLP2+ years Filed as: KPMG Service code 16 · EIN 13-5565207 | Consulting | $129,176 |
ZENO2+ years Service code 16 · EIN 95-4154420 | Consulting | $85,829 |
BLOOMBERG FINANCE LP2+ years Filed as: BLOOMBERG Service code 16 · EIN 13-3417984 | Consulting | $84,318 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $65,000 |
XEROX CORPORATION2+ years Service code 16 · EIN 16-0468020 | Consulting | $64,333 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $49,214 |
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 | $139,366 | $86,496+61.1% | $80,977+72.1% | $329,111-57.7% |
| Participation rate | 97.3% | 80.0%+17.4pp | 75.8%+21.5pp | 67.9%+29.5pp |
| Annual return | 10.87% | 20.13%-9.3pp | 17.11%-6.2pp | 16.35%-5.5pp |
| Employer contribution / active EE | $5,698 | $2,395+137.9% | $3,715+53.4% | $2,303+147.4% |
| Participant deferral / active EE | $8,118 | $5,350+51.7% | $5,696+42.5% | $3,682+120.5% |
| Admin fee / account holder | $366 | $69+427.6% | $5,517-93.4% | $754-51.4% |