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 |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $2,089,687 |
HP INC.2+ years Service code 14 · EIN 94-1081436 | Plan Administrator | $236,283 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $76,023 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $64,000 |
Filed as: AETNA ADMINISTRATIVE SERVICES Service code 13 · EIN 06-6033492 | Contract Administrator | $18,215 |
HAGER STRATEGIC1 year Service code 16 · EIN 52-1942551 | Consulting | $15,422 |
MERCER2+ years Filed as: MERCER CONSULTANT Service code 16 · EIN 61-0736163 | Consulting | $12,471 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,247 | $126,925+34.9% | $74,184+130.8% | $329,111-48.0% |
| Participation rate | 86.8% | 87.5%-0.7pp | 76.6%+10.2pp | 67.9%+19.0pp |
| Annual return | 9.29% | 10.67%-1.4pp | 17.74%-8.4pp | 16.35%-7.1pp |
| Employer contribution / active EE | $3,128 | $3,536-11.5% | $2,370+32.0% | $2,303+35.8% |
| Participant deferral / active EE | $8,817 | $6,619+33.2% | $3,550+148.4% | $3,682+139.5% |
| Admin fee / account holder | $79 | $64+24.7% | $5,586-98.6% | $754-89.5% |