Retirement plan
INTEL RETIREMENT CONTRIBUTION PLAN
INTEL CORPORATIONEIN 94-1672743Plan #001PY 2015
Other plans on this EIN
2 filingsProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MICHAEL KNUTSON
Signed 10/06/2016
Plan administrator entity
INTEL RETIREMENT PLANS ADMINISTRATIVE COMMITTEE
EIN 205001544
1900 PRAIRIE CITY RD FM3-224 · FOLSOM, CA 956309501
(916) 356-4319Summary metrics
Total assets (EOY)
$6333.9M
+4.3% from 2016
Total participants
46,805
+11.3% from 2016
Average account balance
$137,472
-4.8% from 2016
Annual return
-0.41%
-8.28 pp from 2016
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants>=10,000
Cohort87 peers
Snapshot2015
0
Participant deferral / active EE
$0
median $5,946
26
Employer contribution / active EE
$1,684
median $3,302
78
Participation rate
97.9%
median 92.4%
70
Avg account balance
$137,472
median $109,006
66
Admin fee / account holder
$11
median $47
36
Annual return
-0.41%
median 0.55%
Overall peer rank
55of 100
55th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$7.29B
Average account balance
Total assets / participants with a balance (line 6g)
$256K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
28,506
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
94.7%
Contributions (total)
Employer and participant dollars contributed each year
$37.42M
Contributions per participant
Average employer and participant contribution per enrolled participant
$2K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+14.27%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$19
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 3 by compensation
| Provider | Service type | Compensation |
|---|---|---|
FID INVEST INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $179,187 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $172,680 |
MORNINGSTAR1+ years Service code 99 · EIN 36-2923857 | Other Fees | $162,640 |
Top hat statement on fileNQDC
Filed August 8, 2024 (most recent of 4 filings on file)
Plan administrator
Plan administrator name— Sign in and upgrade to view
2200 Mission College Boulevard
Santa Clara, CA 95054
Plans declared (1)
- Intel Corporation Executive Severance Plan81 emp
Plan features & details
Pension benefit codes2E2G3F3H2T2F
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.
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$515K
$15 / participant
- Contract admin$179K34.8%
- Other / not subdivided$335K65.2%
% of EOY assets
0.008%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- ERNST & YOUNG LLP
- Auditor EIN
- 346565596
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified