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 | $321,599 |
VERIZON COMMUNICATIONS INC.2+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $59,302 |
MITCHELL & TITUS, LLP2+ years Filed as: MITCHELL AND TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $48,291 |
RR DONNELLEY2+ years Service code 16 · EIN 88-0222636 | Consulting | $13,341 |
THOMPSON HINE2+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $6,774 |
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $6,750 |
XEROX CORPORATION2+ years Service code 16 · EIN 16-0468020 | Consulting | $6,652 |
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 | $91,627 | $56,640+61.8% | $80,977+13.2% | $57,661+58.9% |
| Participation rate | 83.6% | 75.9%+7.7pp | 75.8%+7.7pp | 70.2%+13.3pp |
| Annual return | -50.13% | 19.97%-70.1pp | 17.11%-67.2pp | 5.13%-55.3pp |
| Employer contribution / active EE | $9,178 | $2,085+340.2% | $3,715+147.1% | $1,974+365.0% |
| Participant deferral / active EE | $19,257 | $4,944+289.5% | $5,696+238.1% | $3,061+529.2% |
| Admin fee / account holder | $262 | $87+200.3% | $5,517-95.3% | $95+176.7% |