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 | $4,694,941 |
VERIZON COMMUNICATIONS INC.5+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $1,218,809 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $441,497 |
THOMPSON HINE5+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $127,469 |
BLOOMBERG FINANCE LP5+ years Filed as: BLOOMBERG Service code 16 · EIN 13-3417984 | Consulting | $80,720 |
ABEL NOSER SOLUTIONS1 year Service code 16 · EIN 81-2351633 | Consulting | $74,668 |
KPMG LLP5+ years Filed as: KPMG Service code 16 · EIN 13-5565207 | Consulting | $70,633 |
S&P DOW JONES5+ years Service code 16 · EIN 61-1688006 | Consulting | $53,484 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $52,530 |
CEM BENCHMARKING4 years Service code 38 · EIN 98-0180257 | Participant Communication | $51,020 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,623 | $116,243+52.8% | $91,994+93.1% | $89,609+98.2% |
| Participation rate | 98.7% | 84.8%+13.9pp | 78.6%+20.0pp | 69.6%+29.1pp |
| Annual return | 19.12% | 23.75%-4.6pp | 69.04%-49.9pp | 33.65%-14.5pp |
| Employer contribution / active EE | $8,449 | $3,226+161.9% | $3,453+144.7% | $2,584+227.0% |
| Participant deferral / active EE | $10,733 | $7,519+42.7% | $5,924+81.2% | $4,222+154.2% |
| Admin fee / account holder | $441 | $82+436.2% | $7,744-94.3% | $72+515.6% |