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 | $2,571,446 |
ALIGHT SOLUTIONS LLC5 years Service code 11 · EIN 36-2235791 | Actuarial | $2,164,512 |
AON CONSULTING4 years Filed as: AON Service code 28 · EIN 22-2232264 | Investment Management | $1,214,028 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Other investment fees and expenses; D... | $809,500 |
HP INC.5 years Service code 14 · EIN 94-1081436 | Plan Administrator | $719,375 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $258,511 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $141,612 |
MOSS ADAMS LLP7+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $90,785 |
HAGER STRATEGIC4 years Service code 28 · EIN 27-0787824 | Investment Management | $16,629 |
QDRO CONSULTANTS COMPANY, LLC7+ years Filed as: QDRO Service code 16 · EIN 34-1820650 | Consulting | $12,950 |
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 | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -28.11% | 87.23%-115.3pp | -5.12%-23.0pp | 23.41%-51.5pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |