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 | $5,838,313 |
VERIZON COMMUNICATIONS INC.7+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $810,270 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $443,787 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $196,248 |
ABEL NOSER SOLUTIONS3 years Service code 16 · EIN 81-2351633 | Consulting | $93,742 |
BLOOMBERG FINANCE LP7+ years Filed as: BLOOMBERG Service code 16 · EIN 06-1818168 | Consulting | $89,233 |
THOMPSON HINE7+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $73,806 |
MITCHELL & TITUS, LLP3 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $55,105 |
S&P DOW JONES1 year Filed as: SP DOW JONES Service code 16 · EIN 61-1688006 | Consulting | $53,739 |
RR DONNELLEY7+ years Service code 16 · EIN 88-0222636 | Consulting | $35,030 |
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 | $230,069 | $159,295+44.4% | $108,421+112.2% | $106,520+116.0% |
| Participation rate | 98.4% | 85.5%+12.9pp | 80.1%+18.3pp | 71.3%+27.1pp |
| Annual return | 13.41% | 17.79%-4.4pp | 905.61%-892.2pp | 19.28%-5.9pp |
| Employer contribution / active EE | $6,319 | $3,803+66.2% | $3,560+77.5% | $2,840+122.5% |
| Participant deferral / active EE | $11,681 | $9,392+24.4% | $6,564+78.0% | $4,948+136.1% |
| Admin fee / account holder | $543 | $99+449.6% | $7,298-92.6% | $75+628.1% |