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 | $2,421,330 |
ALIGHT SOLUTIONS LLC6 years Service code 11 · EIN 36-2235791 | Actuarial | $2,092,760 |
AON CONSULTING5 years Filed as: AON Service code 28 · EIN 22-2232264 | Investment Management | $687,309 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Other fees; Other investment fees and... | $378,340 |
HP INC.6 years Service code 14 · EIN 94-1081436 | Plan Administrator | $320,931 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $266,729 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $116,031 |
MOSS ADAMS LLP8+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $95,528 |
ALTERITY GROUP1 year Filed as: ALTERITY Service code 28 · EIN 27-0787824 | Investment Management | $22,000 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO Service code 16 · EIN 34-1820650 | Consulting | $10,600 |
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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | -0.66% | 10.30%-11.0pp | 7.69%-8.4pp | 9.11%-9.8pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |