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 |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 13 · EIN 04-2647786 | Contract Administrator | $4,757,512 |
ALIGHT SOLUTIONS LLC3 years Service code 11 · EIN 36-2235791 | Actuarial | $2,200,029 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Other investment fees and expenses; O... | $1,116,815 |
AON CONSULTING2 years Filed as: AON Service code 28 · EIN 22-2232264 | Investment Management | $924,567 |
HP INC.3 years Service code 14 · EIN 94-1081436 | Plan Administrator | $373,615 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $263,788 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $146,976 |
MOSS ADAMS LLP5+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $128,558 |
Filed as: ZENO AN SOLUTIONS Service code 28 · EIN 81-2351633 | Investment Management | $26,468 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO Service code 16 · EIN 34-1820650 | Consulting | $18,250 |
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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 11.60% | 24.77%-13.2pp | -2.84%+14.4pp | 12.86%-1.3pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |