Retirement plan
AGILENT TECHNOLOGIES, INC. DEFERRED PROFIT-SHARING PLAN
AGILENT TECHNOLOGIES, INC.EIN 77-0518772Plan #001PY 2019
5301 STEVENS CREEK BLVD. - SANTA CLARA, CA 95051408-345-8346agilent.comLinkedIn10001+ employeesbiotechnology
Other plans on this EIN
3 filingsProspect flagsLow returnsHigh feesWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
DAWNETTE BLAKE
Signed 08/10/2020
Summary metrics
Total assets (EOY)
$133M
+1.1% from 2017
Total participants
974
+5.6% from 2017
Average account balance
$136,535
-4.2% from 2017
Annual return
5.24%
-6.71 pp from 2017
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants250-999
Cohort2,415 peers
Snapshot2019
0
Participant deferral / active EE
$0
median $3,318
0
Employer contribution / active EE
$0
median $1,501
93
Participation rate
100.0%
median 90.4%
91
Avg account balance
$136,535
median $57,249
2
Admin fee / account holder
$400
median $98
5
Annual return
5.24%
median 21.56%
Overall peer rank
48of 100
48th percentileavg across 6 metrics
Analytics
2016 - 2024
Total assets (EOY)
Plan-year ending balance
$74.09M
Average account balance
Total assets / participants with a balance (line 6g)
$133K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
559
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+11.98%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$455
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
| Provider | Service type | Compensation |
|---|---|---|
FMR LLC2 years Service code 28 · EIN 04-3532603 | Investment Management | $140,794 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $64,844 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $44,670 |
BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $43,308 |
GOLDMAN SACHS ASSET MGMT3 years Service code 28 · EIN 13-3575636 | Investment Management | $34,252 |
AON CONSULTING INC.1 year Service code 16 · EIN 22-2232264 | Consulting | $22,024 |
CALLAN ASSOCIATES4+ years Service code 16 · EIN 94-2192581 | Consulting | $19,392 |
BLACKROCK INST TRUST CO.4+ years Service code 28 · EIN 94-3112180 | Investment Management | $10,210 |
MELLON CAPITAL MANAGEMENT CORP4+ years Service code 28 · EIN 25-1442864 | Investment Management | $5,717 |
Top hat statement on fileNQDC
Filed January 18, 2006 (most recent of 2 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.
Plan features & details
Pension benefit codes2E3H
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
3 tripped
- OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
- 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
$390K
$889 / participant
- Investment mgmt$260K66.8%
- Contract admin$85K21.7%
- Other / not subdivided$45K11.5%
% of EOY assets
0.293%
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