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 | $171,963 |
MITCHELL & TITUS, LLP9+ years Filed as: MITCHELL AND TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $57,783 |
DONNELLEY FINANCIAL LLC1 year Service code 10 · EIN 34-4829638 | Accounting | $34,852 |
Service code 14 · EIN 22-2259884 | Plan Administrator | $5,892 |
AON CONSULTING8 years Service code 16 · EIN 22-2232264 | Consulting | $5,520 |
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 | $112,574 | $89,282+26.1% | $94,677+18.9% | $74,478+51.2% |
| Participation rate | 92.7% | 82.4%+10.3pp | 80.8%+11.9pp | 70.7%+22.0pp |
| Annual return | 11.99% | 25.96%-14.0pp | 156.95%-145.0pp | 34.37%-22.4pp |
| Employer contribution / active EE | $3,927 | $3,022+29.9% | $3,673+6.9% | $2,637+48.9% |
| Participant deferral / active EE | $8,491 | $8,425+0.8% | $7,418+14.5% | $4,530+87.4% |
| Admin fee / account holder | $235 | $219+7.3% | $7,222-96.8% | $347-32.4% |