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 MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Other f... | $46,170 |
HP INC.2 years Service code 14 · EIN 94-1081436 | Plan Administrator | $35,455 |
Service code 13 · EIN 04-2647786 | Contract Administrator | $32,497 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $11,815 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $6,643 |
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 | $95,189 | $79,519+19.7% | $95,968-0.8% | $73,415+29.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 2.00% | 19.20%-17.2pp | 91.65%-89.7pp | 59.30%-57.3pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,542-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $30 | $184-83.7% | $6,798-99.6% | $158-80.9% |