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 |
|---|---|---|
FID INV INST OPS CO4+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,642,361 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $385,563 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST Service code 28 · EIN 04-1867445 | Investment Management | $100,000 |
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $90,548 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $79,650 |
ENTERPRISE BANK & TRUST2 years Filed as: HP ENTERPRISE SERVICES LLC Service code 16 · EIN 75-2548221 | Consulting | $77,442 |
HP INC.4+ years Service code 14 · EIN 94-1081436 | Plan Administrator | $72,706 |
DELOITTE & TOUCHE LLP2 years Service code 16 · EIN 13-3891517 | Consulting | $65,015 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $50,000 |
Filed as: AETNA Service code 16 · EIN 94-2192581 | Consulting | $22,145 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,198 | $127,796+48.8% | $76,768+147.8% | $73,367+159.2% |
| Participation rate | 87.2% | 88.2%-1.0pp | 77.0%+10.2pp | 69.5%+17.7pp |
| Annual return | -5.22% | -2.31%-2.9pp | 2.43%-7.6pp | 173.45%-178.7pp |
| Employer contribution / active EE | $3,034 | $3,931-22.8% | $2,485+22.1% | $2,499+21.4% |
| Participant deferral / active EE | $9,150 | $6,924+32.1% | $3,852+137.6% | $4,033+126.9% |
| Admin fee / account holder | $66 | $66-0.2% | $6,675-99.0% | $68-3.1% |