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 CO5+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,453,275 |
HP INC.1 year Filed as: HP INC Service code 14 · EIN 94-1081436 | Plan Administrator | $315,115 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $195,955 |
AON CONSULTING2 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $150,000 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $120,500 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $117,800 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST Service code 28 · EIN 04-1867445 | Investment Management | $100,000 |
DELOITTE & TOUCHE LLP3 years Service code 16 · EIN 13-3891517 | Consulting | $53,389 |
AETNA LIFE INSURANCE COMPANY2 years Filed as: AETNA Service code 16 · EIN 94-2192581 | Consulting | $22,809 |
HAGER STRATEGIES1 year Service code 16 · EIN 52-1942555 | Consulting | $22,098 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,427 | $143,368+60.0% | $87,102+163.4% | $89,609+156.0% |
| Participation rate | 86.9% | 88.2%-1.4pp | 76.9%+10.0pp | 69.6%+17.3pp |
| Annual return | 21.18% | 28.55%-7.4pp | 28.19%-7.0pp | 33.65%-12.5pp |
| Employer contribution / active EE | $3,469 | $4,012-13.5% | $2,521+37.6% | $2,584+34.2% |
| Participant deferral / active EE | $10,014 | $7,129+40.5% | $4,048+147.4% | $4,222+137.2% |
| Admin fee / account holder | $47 | $61-22.6% | $7,493-99.4% | $72-34.2% |