Retirement plan
AGILENT TECHNOLOGIES, INC. PUERTO RICO DEFINED CONTRIBUTION PLAN
AGILENT TECHNOLOGIES, INC.EIN 77-0518772Plan #010PY 2021
5301 STEVENS CREEK BLVD - SANTA CLARA, CA 95051289-290-3856agilent.comLinkedIn10001+ employeesbiotechnology
Other plans on this EIN
3 filingsProspect flagsHigh fees
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$456K
-77.6% from 2020
Total participants
13
0.0% from 2020
Average account balance
$35,053
-77.6% from 2020
Annual return
16.27%
-189.55 pp from 2020
Benchmarks
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants<25
Cohort126,075 peers
Snapshot2021
41
Participant deferral / active EE
$5,952
median $6,424
43
Employer contribution / active EE
$2,713
median $2,645
39
Participation rate
100.0%
median 100.0%
28
Avg account balance
$35,053
median $81,518
51
Admin fee / account holder
$430
median $678
58
Annual return
16.27%
median 14.20%
Overall peer rank
43of 100
43rd percentileavg across 6 metrics
Analytics
2019 - 2025
Total assets (EOY)
Plan-year ending balance
$1.24M
Average account balance
Total assets / participants with a balance (line 6g)
$83K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
15
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
$147K
Contributions per participant
Average employer and participant contribution per enrolled participant
$10K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+19.31%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$142
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
0 years with F_SCH_H allocation on file
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
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 codes2E2G2F2T3C
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3CPlan not intended to be qualifiedA plan not intended to be qualified under Code sections 401 403 or 408.
Opportunity flags
1 tripped
- OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Expense breakdown
Schedule H Part II
Admin total
$6K
$430 / participant
- Other / not subdivided$6K100.0%
% of EOY assets
1.228%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
No opinion code on file for this filing.
- Auditor firm
- (not reported)
- Auditor EIN
- -
- Audit fees
- (not subdivided)
- Opinion code
- -