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 | $3,583,984 |
Filed as: JP MORGAN INVEST. MANAGEMENT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,107,543 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVSTRS, INC Service code 28 · EIN 98-0202744 | Investment Management | $500,000 |
VERIZON COMMUNICATIONS INC.2 years Service code 14 · EIN 23-2259884 | Plan Administrator | $485,349 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $472,484 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON GROUP HOLDINGS, LLP Service code 28 · EIN 47-1167553 | Investment Management | $466,471 |
THOMPSON HINE2 years Service code 29 · EIN 34-0575300 | Legal | $164,890 |
ABEL NOSER SOLUTIONS5 years Service code 27 · EIN 81-2351633 | Advisory (Plan) | $138,013 |
BLOOMBERG FINANCE LP2 years Filed as: BLOOMBERG FINANCE Service code 27 · EIN 06-1818168 | Advisory (Plan) | $108,395 |
PROSKAUER ROSE LLP8 years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $88,426 |
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 | $221,805 | $141,418+56.8% | $94,677+134.3% | $96,393+130.1% |
| Participation rate | 99.0% | 86.8%+12.2pp | 80.8%+18.1pp | 71.3%+27.7pp |
| Annual return | 15.33% | 21.96%-6.6pp | 156.95%-141.6pp | 22.88%-7.6pp |
| Employer contribution / active EE | $6,898 | $4,361+58.2% | $3,673+87.8% | $3,239+113.0% |
| Participant deferral / active EE | $12,041 | $10,695+12.6% | $7,418+62.3% | $5,455+120.7% |
| Admin fee / account holder | $451 | $82+447.9% | $7,222-93.7% | $74+511.1% |