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 | $5,984,561 |
VERIZON COMMUNICATIONS INC.6+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $939,425 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $446,462 |
ABEL NOSER SOLUTIONS2 years Service code 16 · EIN 81-2351633 | Consulting | $115,895 |
BLOOMBERG FINANCE LP6+ years Filed as: BLOOMBERG Service code 16 · EIN 06-1818168 | Consulting | $91,158 |
THOMPSON HINE6+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $72,572 |
ALTERNATIVESOFT AG2 years Service code 16 | Consulting | $66,059 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $53,534 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SERVICES LLC Service code 16 · EIN 81-2983623 | Consulting | $45,585 |
RR DONNELLEY6+ years Service code 16 · EIN 88-0222636 | Consulting | $31,602 |
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 | $202,890 | $139,618+45.3% | $100,540+101.8% | $106,273+90.9% |
| Participation rate | 99.3% | 83.2%+16.1pp | 79.4%+19.9pp | 70.8%+28.5pp |
| Annual return | 13.46% | 22.24%-8.8pp | 30.90%-17.4pp | 21.70%-8.2pp |
| Employer contribution / active EE | $5,795 | $3,379+71.5% | $3,419+69.5% | $2,722+112.9% |
| Participant deferral / active EE | $10,403 | $8,459+23.0% | $6,272+65.9% | $4,601+126.1% |
| Admin fee / account holder | $485 | $91+433.6% | $8,082-94.0% | $78+518.5% |