PlanOptica
Retirement plan

KEYSIGHT TECHNOLOGIES, INC. RETIREMENT PLAN

KEYSIGHT TECHNOLOGIES, INC.EIN 46-4254555Plan #002PY 2019
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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-$1.95B assets#001Retirement-$266.1M 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 12/16/2020
How to read this page

Summary metrics

Total assets (EOY)
$790.8M
-19.9% from 2017
Total participants
5,795
+2.5% from 2017
Average account balance
$0
No prior year
Annual return
11.06%
-14.04 pp from 2017

Benchmarks

See 144 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants1,000-4,999
Cohort144 peers
Snapshot2019
Participant deferral / active EE
$0
median $289
Employer contribution / active EE
$0
median $6,658
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $682,094,093
Admin fee / account holder
$0
median $3,101,387
Annual return
11.06%
median 19.02%
Overall peer rank
8th 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 9 by compensation
ProviderService typeCompensation
FMR LLC2 years
Service code 15 · EIN 04-3532603
Recordkeeping
$1,135,003
GOLDMAN SACHS4+ years
Service code 28 · EIN 13-3575636
Investment Management
$473,491
TOWERS WATSON DELAWARE INC4+ years
Service code 10 · EIN 53-0181291
Accounting
$279,100
DODGE & COX4+ years
Service code 28 · EIN 94-1441976
Investment Management
$261,415
MOSS ADAMS LLP4+ years
Service code 10 · EIN 91-0189318
Accounting
$207,616
BANK OF NEW YORK MELLON4+ years
Service code 25 · EIN 13-5160382
Directed Trustee
$145,101
CALLAN ASSOCIATES INC4+ years
Service code 16 · EIN 94-2192581
Consulting
$121,211
BLACKROCK INSTITUTIONAL TRUST4+ years
Service code 28 · EIN 94-3112180
Investment Management
$70,526
MELLON CAPITAL MANAGEMENT2 years
Service code 28 · EIN 25-1442864
Investment Management
$37,269

Enrolled actuary

1 attachment
SB

JAMES R. SISK

WILLIS TOWERS WATSON US LLC
Enrollment #2008247
500 N. AKARD STREET SUITE 4300
DALLAS, TX 75201
(214) 530-4200
Signed 2020-12-09

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
$6.4M
$2456 / participant
  • Investment mgmt$2M31.0%
  • Contract admin$145K2.3%
  • Other / not subdivided$4M66.8%
% of EOY assets
0.808%
all-in expense ratio
Categories reported
2 / 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