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 | $216,180 |
MITCHELL & TITUS, LLP6+ years Filed as: MITCHELL AND TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $53,534 |
VERIZON COMMUNICATIONS INC.6+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $19,538 |
RR DONNELLEY6+ years Service code 16 · EIN 88-0222636 | Consulting | $16,097 |
AON CONSULTING5 years Service code 16 · EIN 22-2232264 | Consulting | $6,818 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,094 | $78,781+46.1% | $100,540+14.5% | $73,415+56.8% |
| Participation rate | 91.8% | 80.0%+11.8pp | 79.4%+12.4pp | 72.2%+19.7pp |
| Annual return | 8.67% | 31.69%-23.0pp | 30.90%-22.2pp | 59.30%-50.6pp |
| Employer contribution / active EE | $3,247 | $2,420+34.2% | $3,419-5.0% | $2,234+45.4% |
| Participant deferral / active EE | $7,888 | $6,537+20.7% | $6,272+25.8% | $3,806+107.3% |
| Admin fee / account holder | $203 | $145+39.6% | $8,082-97.5% | $158+28.5% |