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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Other fees; Other investment fees and... | $33,050 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 13 · EIN 04-2647786 | Contract Administrator | $32,000 |
HP INC.1 year Filed as: HP INC Service code 14 · EIN 94-1081436 | Plan Administrator | $21,133 |
5500TAX GROUP, INC.1 year Service code 16 · EIN 20-2116576 | Consulting | $7,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,924 | $78,852-34.2% | $76,768-32.4% | $75,289-31.0% |
| Participation rate | 56.0% | 85.0%-29.0pp | 77.0%-21.0pp | 72.4%-16.4pp |
| Annual return | 0.88% | -1.29%+2.2pp | 2.43%-1.6pp | -0.04%+0.9pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,485-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $3,852-100.0% | $3,739-100.0% |
| Admin fee / account holder | $58 | $79-26.4% | $6,676-99.1% | $102-43.2% |