Filed November 9, 2005 (most recent of 3 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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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Other fees; Custodial (other than sec... | $62,128 |
HP INC.6 years Service code 14 · EIN 94-1081436 | Plan Administrator | $24,285 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $22,785 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 13 · EIN 04-2647786 | Contract Administrator | $21,283 |
DELOITTE & TOUCHE LLP6 years Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $10,564 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TOUCHE TOHMATSU INDIA LLP Service code 16 | Consulting | $7,252 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,836 | $89,093+24.4% | $102,434+8.2% | $77,736+42.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 9.06% | 25.03%-16.0pp | 29.46%-20.4pp | 31.26%-22.2pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,055-100.0% | $4,651-100.0% |
| Admin fee / account holder | $59 | $236-75.1% | $9,462-99.4% | $433-86.4% |