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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Other f... | $49,917 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 13 · EIN 04-2647786 | Contract Administrator | $31,660 |
HP INC.1 year Service code 14 · EIN 94-1081436 | Plan Administrator | $25,775 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $13,648 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE Service code 10 · EIN 13-5133500 | Accounting | $7,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,311 | $105,173+3.9% | $87,102+25.5% | $77,775+40.5% |
| Participation rate | 45.6% | 85.8%-40.2pp | 76.9%-31.3pp | 73.2%-27.6pp |
| Annual return | 9.01% | 24.52%-15.5pp | 28.19%-19.2pp | 32.58%-23.6pp |
| Employer contribution / active EE | $0 | $2,890-100.0% | $2,521-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $31 | $105-70.8% | $7,493-99.6% | $100-69.4% |