PlanOptica
Retirement plan

AGILENT TECHNOLOGIES, INC. RETIREMENT PLAN

AGILENT TECHNOLOGIES, INC.EIN 77-0518772Plan #002PY 2019
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5301 STEVENS CREEK BLVD - SANTA CLARA, CA 95051408-345-8346agilent.comLinkedIn10001+ employeesbiotechnology
Other plans on this EIN
3 filings
#003Retirement-$1.59B assets#001Retirement-$133.0M assets#010Retirement-$67K assets
Prospect flagsLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(408) 345-8346
Plan administrator signer
DAWNETTE BLAKE
Signed 08/10/2020
How to read this page

Summary metrics

Total assets (EOY)
$528.3M
-11.1% from 2017
Total participants
5,217
+2.5% from 2017
Average account balance
$0
No prior year
Annual return
12.45%
-14.53 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
12.45%
median 19.02%
Overall peer rank
8th 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 12 by compensation
ProviderService typeCompensation
FIDELITY INSTITUTIONAL ASSET MGR4+ years
Service code 28 · EIN 04-3532603
Investment Management
$913,692
TOWERS WATSON DELAWARE, INC.2 years
Service code 16 · EIN 53-0181291
Consulting
$145,250
BANK OF NEW YORK MELLON4+ years
Service code 18 · EIN 13-5160382
Direct payment from the plan; Custodi...
$130,333
GOLDMAN SACHS ASSET MGMT4+ years
Service code 28 · EIN 13-3575636
Investment Management
$126,102
TOWERS WATSON PENNSYLVANIA1 year
Service code 16 · EIN 23-1159360
Consulting
$64,300
DODGE & COX4+ years
Service code 28 · EIN 94-1441976
Investment Management
$63,639
CALLAN ASSOCIATES, INC.4+ years
Service code 16 · EIN 94-2192581
Consulting
$58,478
MOSS ADAMS LLP4+ years
Service code 10 · EIN 91-0189318
Accounting
$51,020
BLACKROCK INST TRUST CO.4+ years
Service code 28 · EIN 94-3112180
Investment Management
$39,895
MELLON CAPITAL MGMT CORP4+ years
Service code 28 · EIN 25-1442864
Investment Management
$34,132

Enrolled actuary

1 attachment
SB

JAMES SISK

WILLIS TOWERS WATSON US LLC
Enrollment #2008247
500 N. AKARD STREET SUITE 4300
DALLAS, TX 75201
(214) 530-4200
Signed 2020-08-10

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

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
$2.9M
$1113 / participant
  • Investment mgmt$738K25.7%
  • Contract admin$582K20.3%
  • Other / not subdivided$2M54.1%
% of EOY assets
0.544%
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