Retirement plan

AGILENT TECHNOLOGIES, INC. RETIREMENT PLAN

Name: AGILENT TECHNOLOGIES, INC. - AGILENT TECHNOLOGIES, INC. RETIREMENT PLAN (2017) Form 5500
Creator: AGILENT TECHNOLOGIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AGILENT TECHNOLOGIES, INC. RETIREMENT PLAN, AGILENT TECHNOLOGIES, INC.

AGILENT TECHNOLOGIES, INC.EIN 77-0518772Plan #002PY 2017

5301 STEVENS CREEK BLVD - SANTA CLARA, CA 95051408-345-8346agilent.comLinkedIn10001+ employeesbiotechnology

Other plans on this EIN

2 filings

#003Retirement-$1.33B assets #001Retirement-$156.0M assets

Prospect flagsLow employer contribution

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.

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Total assets (EOY)

$511.1M

+12.5% from 2016

Total participants

5,556

-2.4% from 2016

Average account balance

No prior year

Annual return

17.54%

+14.53 pp from 2016

Benchmarks

See 170 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined benefit

Participants1,000-4,999

Cohort170 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$500.76M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$114K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

2,662

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

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

+23.96%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 10 of 13 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Filed as: FIDELITY INSTITUTIONAL ASSET MGR Service code 28 · EIN 04-3532603	Investment Management	$400,244
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 15 · EIN 04-2647786	Recordkeeping	$369,192
WILLIS TOWERS WATSON US LLC1 year Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291	Consulting	$274,982
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MGMT Service code 28 · EIN 13-3575636	Investment Management	$233,825
SHORELINE INVESTMENT MGMT CO2+ years Service code 28 · EIN 77-0534201	Investment Management	$96,748
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382	Custodial (other than securities); Di...	$72,081
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318	Accounting	$69,160
DODGE & COX2+ years Service code 28 · EIN 94-1441976	Investment Management	$61,217
BLACKROCK2+ years Filed as: BLACKROCK INST TRUST CO. Service code 28 · EIN 94-3112180	Investment Management	$53,970
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581	Consulting	$52,346

Enrolled actuary

1 attachment

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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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3.7M

$1275 / participant

Investment mgmt$834K22.3%
Contract admin$866K23.2%
Other / not subdivided$2M54.5%

% of EOY assets

0.730%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$144,462-100.0%

Participation rate

0.0%

0.0%0pp

11.7%-11.7pp

0.0%0pp

Annual return

17.54%

15.82%+1.7pp

16.78%+0.8pp

17.84%-0.3pp

Employer contribution / active EE

$470

$19,885-97.6%

$26,328-98.2%

$14,688-96.8%

Participant deferral / active EE

$776-100.0%

$97-100.0%

$770-100.0%

Admin fee / account holder

$20,893-100.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Filed as: FIDELITY INSTITUTIONAL ASSET MGR

Service code 28 · EIN 04-3532603

Investment Management

$400,244

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 15 · EIN 04-2647786

Recordkeeping

$369,192

WILLIS TOWERS WATSON US LLC1 year

Filed as: WILLIS TOWERS WATSON

Service code 16 · EIN 53-0181291

Consulting

$274,982

GOLDMAN SACHS2+ years

Filed as: GOLDMAN SACHS ASSET MGMT

Service code 28 · EIN 13-3575636

Investment Management

$233,825

SHORELINE INVESTMENT MGMT CO2+ years

Service code 28 · EIN 77-0534201

Investment Management

$96,748

THE BANK OF NEW YORK MELLON2+ years

Filed as: BANK OF NEW YORK MELLON

Service code 18 · EIN 13-5160382

Custodial (other than securities); Di...

$72,081

MOSS ADAMS LLP2+ years

Service code 10 · EIN 91-0189318

Accounting

$69,160

DODGE & COX2+ years

Service code 28 · EIN 94-1441976

Investment Management

$61,217

BLACKROCK2+ years

Filed as: BLACKROCK INST TRUST CO.

Service code 28 · EIN 94-3112180

Investment Management

$53,970

CALLAN ASSOCIATES2+ years

Filed as: CALLAN ASSOCIATES, INC.

Service code 16 · EIN 94-2192581

Consulting

$52,346

AGILENT TECHNOLOGIES, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AGILENT TECHNOLOGIES, INC. RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion