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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $865,621 |
FID INV INST OPS CO11+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $522,161 |
BLACKROCK11+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $502,400 |
HP INC.7 years Filed as: HP INC Service code 14 · EIN 94-1081436 | Plan Administrator | $287,483 |
AON CONSULTING8 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $200,000 |
THE BANK OF NEW YORK MELLON11+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $159,375 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $149,500 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 28 · EIN 36-3109431 | Investment Management | $100,000 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE & TOUCHE LLC Service code 10 · EIN 13-3891517 | Accounting | $47,355 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,955 | $165,320+106.8% | $120,344+184.1% | $165,320+106.8% |
| Participation rate | 85.4% | 81.8%+3.6pp | 76.7%+8.7pp | 81.8%+3.6pp |
| Annual return | 14.43% | 12.93%+1.5pp | 20.30%-5.9pp | 12.93%+1.5pp |
| Employer contribution / active EE | $4,730 | $4,428+6.8% | $3,020+56.6% | $4,428+6.8% |
| Participant deferral / active EE | $14,023 | $7,228+94.0% | $5,135+173.1% | $7,228+94.0% |
| Admin fee / account holder | $89 | $137-35.1% | $12,742-99.3% | $137-35.1% |