PlanOptica
Retirement plan

KEYSIGHT TECHNOLOGIES, INC. RETIREMENT PLAN

KEYSIGHT TECHNOLOGIES, INC.EIN 46-4254555Plan #002PY 2016
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1400 FOUNTAINGROVE PARKWAY - SANTA ROSA, CA 95403800-829-4444keysight.comLinkedIn10001+ employeeselectrical/electronic manufacturing
Other plans on this EIN
2 filings
#003Retirement-$1.36B assets#001Retirement-$279.5M assets
Prospect flagsLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(800) 829-4444
Plan administrator signer
MARTI WILMES
Signed 08/09/2017
How to read this page

Summary metrics

Total assets (EOY)
$634.8M
-19.9% from 2017
Total participants
6,297
+2.5% from 2017
Average account balance
$0
No prior year
Annual return
3.03%
-14.04 pp from 2017

Benchmarks

See 182 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants1,000-4,999
Cohort182 peers
Snapshot2016
Participant deferral / active EE
$0
median $293
Employer contribution / active EE
$0
median $6,793
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $381,942,733
Admin fee / account holder
$0
median $2,655,710
Annual return
3.03%
median 6.73%
Overall peer rank
12th percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$893.03M
Average account balance
Total assets / participants with a balance (line 6g)
$184K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
3,068
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$100.00M
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$40K
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+24.20%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 by compensation
ProviderService typeCompensation
FIDELITY INVESTMENT1+ years
Service code 15 · EIN 04-2647786
Recordkeeping
$780,449
PYRAMIS GLOBAL ADVISORS LLC1+ years
Service code 28 · EIN 20-2159373
Investment Management
$500,647
GOLDMAN SACHS1+ years
Service code 50 · EIN 13-3575636
Direct Payment
$407,427
TOWERS WATSON DELAWARE INC1+ years
Service code 11 · EIN 53-0181291
Actuarial
$226,288
DODGE & COX1+ years
Service code 28 · EIN 94-1441976
Investment Management
$182,137
BANK OF NEW YORK MELLON1+ years
Service code 25 · EIN 13-5160382
Directed Trustee
$136,687
CALLAN ASSOCIATES INC1+ years
Service code 16 · EIN 94-2192581
Consulting
$132,242
MOSS ADAMS LLP1+ years
Service code 10 · EIN 91-0189318
Accounting
$95,610
BLACKROCK INSTITUTIONAL TRUST1+ years
Service code 28 · EIN 94-3112180
Investment Management
$89,261
STATE STREET BANK AND TRUST1+ years
Service code 28 · EIN 04-1867445
Investment Management
$11,613

Enrolled actuary

1 attachment
SB

SI MAN LEI

TOWERS WATSON DELAWARE, INC.
Enrollment #1707452
345 CALIFORNIA STREET, SUITE 2000
SAN FRANCISCO, CA 941042612
(415) 733-4100
Signed 2017-08-09

Top hat statement on fileNQDC

Filed November 8, 2014

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.

Open the filing PDF

Plan features & details

Pension benefit codes1A1D1E3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1D
    Floor-offset plan
    Defined benefit plan whose benefits are offset by retirement benefits provided under an employer-sponsored defined contribution plan.
  • 1E
    Section 401(h) arrangement
    Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    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.

Expense breakdown

Schedule H Part II
Admin total
$4.3M
$1395 / participant
  • Investment mgmt$2M38.1%
  • Other / not subdivided$3M61.9%
% of EOY assets
0.675%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
MOSS ADAMS LLP
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Unqualified