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 | $83,488 |
MITCHELL & TITUS, LLP4+ years Filed as: MITCHELL AND TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $51,371 |
VERIZON COMMUNICATIONS INC.4+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $35,890 |
RR DONNELLEY4+ years Service code 16 · EIN 88-0222636 | Consulting | $9,840 |
AON CONSULTING3 years Service code 16 · EIN 22-2232264 | Consulting | $7,684 |
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 | $94,797 | $62,543+51.6% | $83,327+13.8% | $55,727+70.1% |
| Participation rate | 87.3% | 78.4%+8.9pp | 77.8%+9.5pp | 70.9%+16.4pp |
| Annual return | 1.97% | 14.85%-12.9pp | 10.64%-8.7pp | 244.94%-243.0pp |
| Employer contribution / active EE | $3,162 | $2,427+30.3% | $3,379-6.4% | $2,078+52.1% |
| Participant deferral / active EE | $6,421 | $5,682+13.0% | $5,565+15.4% | $3,356+91.4% |
| Admin fee / account holder | $126 | $103+21.9% | $7,540-98.3% | $115+9.1% |