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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 13 · EIN 04-2647786 | Contract Administrator | $3,155,468 |
ALIGHT SOLUTIONS LLC2 years Service code 11 · EIN 36-2235791 | Actuarial | $2,493,617 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Ot... | $996,864 |
AON CONSULTING1 year Filed as: AON Service code 28 · EIN 22-2232264 | Investment Management | $517,898 |
HP INC.2 years Service code 14 · EIN 94-1081436 | Plan Administrator | $489,610 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $251,816 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE Service code 10 · EIN 13-5133500 | Accounting | $118,180 |
HAGER STRATEGIC1 year Service code 16 · EIN 52-1942556 | Consulting | $60,974 |
MOSS ADAMS LLP4+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $37,734 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO Service code 16 · EIN 34-1820650 | Consulting | $21,050 |
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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 | $133,543,011-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 24.07% | 1023.85%-999.8pp | 29.77%-5.7pp | 1023.85%-999.8pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $33,607-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $96-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $835,310-100.0% | - |