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 MELLON8 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Other investment fees and expenses; D... | $46,957 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 13 · EIN 04-2647786 | Contract Administrator | $28,906 |
HP INC.7 years Service code 14 · EIN 94-1081436 | Plan Administrator | $24,150 |
ERNST & YOUNG LLP7 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $20,935 |
DELOITTE & TOUCHE LLP7 years Filed as: DELOITTE Service code 10 · EIN 13-5133500 | Accounting | $10,705 |
GROOM LAW GROUP3 years Filed as: GROOM LAW Service code 29 · EIN 52-1219029 | Legal | $6,994 |
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 | $114,388 | $99,442+15.0% | $113,397+0.9% | $71,012+61.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.5%+23.5pp | 58.6%+41.4pp |
| Annual return | 4.01% | 17.93%-13.9pp | 23.20%-19.2pp | 37.67%-33.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,977-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $0 | $4,915-100.0% | $5,076-100.0% | $3,246-100.0% |
| Admin fee / account holder | $61 | $535-88.6% | $11,957-99.5% | $1,167-94.8% |