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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $141,100 |
MITCHELL & TITUS, LLP10+ years Filed as: MITCHELL AND TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $59,058 |
DONNELLEY FINANCIAL LLC2 years Service code 10 · EIN 34-4829638 | Accounting | $12,436 |
VERIZON COMMUNICATIONS INC.2 years Service code 14 · EIN 22-2259884 | Plan Administrator | $7,196 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVSTRS, INC Service code 28 · EIN 98-0202744 | Investment Management | $6,453 |
AON CONSULTING9 years Service code 16 · EIN 22-2232264 | Consulting | $5,308 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,262 | $90,064+43.5% | $100,415+28.7% | $77,762+66.2% |
| Participation rate | 92.8% | 81.3%+11.5pp | 81.5%+11.3pp | 70.6%+22.2pp |
| Annual return | 13.48% | 20.61%-7.1pp | 49.47%-36.0pp | 31.27%-17.8pp |
| Employer contribution / active EE | $4,145 | $3,043+36.2% | $3,943+5.1% | $2,728+52.0% |
| Participant deferral / active EE | $9,231 | $8,282+11.5% | $8,091+14.1% | $4,651+98.5% |
| Admin fee / account holder | $229 | $172+33.2% | $7,906-97.1% | $433-47.1% |