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 | $191,124 |
MITCHELL & TITUS, LLP7+ years Filed as: MITCHELL AND TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $55,105 |
VERIZON COMMUNICATIONS INC.7+ years Filed as: VERIZON COMMUNICATIONS Service code 14 · EIN 23-2259884 | Plan Administrator | $17,441 |
RR DONNELLEY7+ years Service code 16 · EIN 88-0222636 | Consulting | $17,053 |
AON CONSULTING6 years Service code 16 · EIN 22-2232264 | Consulting | $6,194 |
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 | $120,643 | $87,125+38.5% | $108,421+11.3% | $86,828+38.9% |
| Participation rate | 93.3% | 80.5%+12.8pp | 80.1%+13.2pp | 72.3%+21.0pp |
| Annual return | 6.53% | 25.21%-18.7pp | 905.61%-899.1pp | 97.95%-91.4pp |
| Employer contribution / active EE | $3,495 | $2,477+41.1% | $3,560-1.8% | $2,406+45.2% |
| Participant deferral / active EE | $8,153 | $6,944+17.4% | $6,564+24.2% | $4,132+97.3% |
| Admin fee / account holder | $224 | $130+71.7% | $7,298-96.9% | $170+31.9% |