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 MELLON6 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Other i... | $29,491 |
Service code 13 · EIN 04-2647786 | Contract Administrator | $27,462 |
GROOM LAW GROUP1 year Filed as: GROOM LAW Service code 29 · EIN 52-1219029 | Legal | $24,394 |
HP INC.5 years Service code 14 · EIN 94-1081436 | Plan Administrator | $23,583 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $23,271 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $10,121 |
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 | $103,587 | $99,212+4.4% | $96,564+7.3% | $74,478+39.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | -2.17% | 22.40%-24.6pp | 25.89%-28.1pp | 34.37%-36.5pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $2,967-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $47 | $225-79.0% | $8,256-99.4% | $347-86.4% |