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 CO3+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,924,902 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $672,295 |
Filed as: FIDELITY MANAGEMENT TRUST Service code 16 · EIN 04-2723880 | Consulting | $328,101 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $268,888 |
HP INC.3+ years Service code 14 · EIN 94-1081436 | Plan Administrator | $190,471 |
Filed as: STATE STREET BANK & TRUST Service code 28 · EIN 04-1867445 | Investment Management | $149,898 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $122,357 |
DELOITTE & TOUCHE LLP1 year Service code 16 · EIN 13-3891517 | Consulting | $59,016 |
ENTERPRISE BANK & TRUST1 year Filed as: HP ENTERPRISE SERVICES LLC Service code 16 · EIN 75-2548221 | Consulting | $41,174 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 16 · EIN 94-2192581 | Consulting | $30,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,563 | $136,209+49.4% | $82,312+147.3% | $80,976+151.4% |
| Participation rate | 87.0% | 88.0%-1.1pp | 76.9%+10.1pp | 68.3%+18.7pp |
| Annual return | 18.20% | 21.54%-3.3pp | 25.88%-7.7pp | 22.91%-4.7pp |
| Employer contribution / active EE | $2,869 | $3,633-21.0% | $2,428+18.1% | $2,402+19.4% |
| Participant deferral / active EE | $8,625 | $6,693+28.9% | $3,706+132.7% | $3,848+124.1% |
| Admin fee / account holder | $62 | $62-0.8% | $5,608-98.9% | $67-8.5% |