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 | $8,868,251 |
VERIZON COMMUNICATIONS INC.3+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $1,573,826 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $469,020 |
DATA RESEARCH GROUP1 year Filed as: DATA BANK IMX Service code 15 · EIN 25-1921937 | Recordkeeping | $191,315 |
KPMG LLP3+ years Filed as: KPMG Service code 16 · EIN 13-5565207 | Consulting | $163,329 |
THOMPSON HINE3+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $156,280 |
MITCHELL & TITUS, LLP3+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $108,665 |
ZENO3+ years Service code 16 · EIN 95-4154420 | Consulting | $92,232 |
XEROX CORPORATION3+ years Service code 16 · EIN 16-0468020 | Consulting | $76,590 |
BLOOMBERG FINANCE LP3+ years Filed as: BLOOMBERG Service code 16 · EIN 13-3417984 | Consulting | $51,875 |
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 | $160,047 | $104,862+52.6% | $90,161+77.5% | $80,976+97.6% |
| Participation rate | 94.2% | 78.9%+15.3pp | 76.9%+17.4pp | 68.3%+26.0pp |
| Annual return | 15.23% | 20.18%-4.9pp | 34.89%-19.7pp | 22.91%-7.7pp |
| Employer contribution / active EE | $6,204 | $2,724+127.7% | $3,318+87.0% | $2,402+158.3% |
| Participant deferral / active EE | $8,178 | $6,098+34.1% | $5,287+54.7% | $3,848+112.5% |
| Admin fee / account holder | $450 | $76+489.7% | $5,943-92.4% | $67+566.8% |