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 | $7,543,085 |
VERIZON COMMUNICATIONS INC.4+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $1,510,665 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $442,307 |
KPMG LLP4+ years Filed as: KPMG Service code 16 · EIN 13-5565207 | Consulting | $185,895 |
THOMPSON HINE4+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $124,492 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 16 · EIN 04-2773202 | Consulting | $86,781 |
ZENO4+ years Service code 16 · EIN 95-4154420 | Consulting | $83,744 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $64,866 |
RR DONNELLEY4+ years Service code 16 · EIN 88-0222636 | Consulting | $57,855 |
MITCHELL & TITUS, LLP4+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $51,371 |
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 | $152,435 | $94,115+62.0% | $83,327+82.9% | $73,367+107.8% |
| Participation rate | 98.7% | 83.7%+15.0pp | 77.8%+20.9pp | 69.5%+29.2pp |
| Annual return | 1.47% | -6.12%+7.6pp | 10.64%-9.2pp | 173.45%-172.0pp |
| Employer contribution / active EE | $8,386 | $2,931+186.1% | $3,379+148.2% | $2,499+235.6% |
| Participant deferral / active EE | $9,716 | $6,759+43.7% | $5,565+74.6% | $4,033+140.9% |
| Admin fee / account holder | $430 | $75+471.8% | $7,540-94.3% | $68+528.4% |