PlanOptica
Retirement plan

AGILENT TECHNOLOGIES, INC. RETIREMENT PLAN

AGILENT TECHNOLOGIES, INC.EIN 77-0518772Plan #002PY 2016
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5301 STEVENS CREEK BLVD - SANTA CLARA, CA 95051408-345-8346agilent.comLinkedIn10001+ employeesbiotechnology
Other plans on this EIN
2 filings
#003Retirement-$1.10B assets#001Retirement-$157.8M assets
Prospect flagsLow returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(408) 345-8346
Plan administrator signer
DAWNETTE BLAKE
Signed 08/10/2017
How to read this page

Summary metrics

Total assets (EOY)
$454.2M
-11.1% from 2017
Total participants
5,693
+2.5% from 2017
Average account balance
$0
No prior year
Annual return
3.02%
-14.53 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
$8,075
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
3.02%
median 6.73%
Overall peer rank
25th percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$500.76M
Average account balance
Total assets / participants with a balance (line 6g)
$114K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2,662
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
$1.38M
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$470
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
+23.96%
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 of 13 by compensation
ProviderService typeCompensation
FIDELITY INSTITUTIONAL ASSET MGR1+ years
Service code 28 · EIN 04-3532603
Investment Management
$321,276
TOWERS WATSON1+ years
Service code 16 · EIN 53-0181291
Consulting
$188,325
FIDELITY INVESTMENTS INSTITUTIONAL1+ years
Service code 15 · EIN 04-2647786
Recordkeeping
$143,051
MOSS ADAMS LLP1+ years
Service code 10 · EIN 91-0189318
Accounting
$127,670
GOLDMAN SACHS ASSET MGMT1+ years
Service code 28 · EIN 13-3575636
Investment Management
$104,773
SHORELINE INVESTMENT MGMT CO1+ years
Service code 28 · EIN 77-0534201
Investment Management
$60,978
DODGE & COX1+ years
Service code 28 · EIN 94-1441976
Investment Management
$56,924
CALLAN ASSOCIATES, INC.1+ years
Service code 16 · EIN 94-2192581
Consulting
$34,508
MELLON CAPITAL MGMT CORP1+ years
Service code 28 · EIN 25-1442864
Investment Management
$31,373
BANK OF NEW YORK MELLON1+ years
Service code 18 · EIN 13-5160382
Custodial (other than securities); Di...
$28,206

Enrolled actuary

1 attachment
SB

SI MAN LEI

TOWERS WATSON DELAWARE INC.
Enrollment #1707452
345 CALIFORNIA STREET, SUITE 2000
SAN FRANCISCO, CA 94104
(415) 733-4100
Signed 2017-08-10

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.

Open the filing PDF

Plan features & details

Pension benefit codes1A1D1E1F1I3H
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.
  • 1F
    Section 414(k) arrangement
    Benefits are based partly on the balance of the separate account of the participant. Must also include appropriate defined contribution pension feature codes.
  • 1I
    Frozen plan
    As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
  • 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

1 tripped
  • OpportunityLow returns

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

Expense breakdown

Schedule H Part II
Admin total
$2.2M
$701 / participant
  • Investment mgmt$330K15.2%
  • Contract admin$365K16.8%
  • Other / not subdivided$1M68.0%
% of EOY assets
0.478%
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