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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 13 · EIN 04-2647786 | Contract Administrator | $2,910,240 |
ALIGHT SOLUTIONS LLC8 years Service code 11 · EIN 36-2235791 | Actuarial | $1,999,415 |
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Other f... | $727,979 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 28 · EIN 22-2232264 | Investment Management | $458,913 |
HP INC.8 years Service code 14 · EIN 94-1081436 | Plan Administrator | $309,644 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $297,065 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-5133500 | Accounting | $151,902 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY ADVISORY GROUP, LP Service code 10 · EIN 99-1405547 | Accounting | $69,464 |
CALLAN ASSOCIATES2 years Filed as: CALLAN Service code 16 · EIN 94-2192581 | Consulting | $32,311 |
5500TAX GROUP, INC.4 years Service code 16 · EIN 20-2116576 | Consulting | $6,244 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $112,259-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.6%-13.6pp | 0.0%0pp |
| Annual return | 7.31% | 8.73%-1.4pp | -0.21%+7.5pp | 8.73%-1.4pp |
| Employer contribution / active EE | $0 | $14,479-100.0% | $24,124-100.0% | $14,479-100.0% |
| Participant deferral / active EE | $0 | $665-100.0% | $350-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $5,412-100.0% | - |