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 CO6+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,335,240 |
HP INC.2 years Filed as: HP INC Service code 14 · EIN 94-1081436 | Plan Administrator | $349,463 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $259,144 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $123,740 |
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $120,200 |
AON CONSULTING3 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $100,000 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST Service code 28 · EIN 04-1867445 | Investment Management | $100,000 |
DELOITTE & TOUCHE LLP4 years Service code 16 · EIN 13-3891517 | Consulting | $53,350 |
AETNA LIFE INSURANCE COMPANY3 years Filed as: AETNA Service code 16 · EIN 94-2192581 | Consulting | $30,549 |
FID INV INST OPS CO6+ years Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $258,877 | $164,350+57.5% | $95,968+169.8% | $106,273+143.6% |
| Participation rate | 85.7% | 90.5%-4.8pp | 77.1%+8.6pp | 70.8%+14.9pp |
| Annual return | 14.41% | 14.56%-0.2pp | 91.65%-77.2pp | 21.70%-7.3pp |
| Employer contribution / active EE | $3,444 | $4,292-19.8% | $2,542+35.5% | $2,722+26.5% |
| Participant deferral / active EE | $10,512 | $7,854+33.8% | $4,167+152.3% | $4,601+128.4% |
| Admin fee / account holder | $66 | $65+0.2% | $6,798-99.0% | $78-16.3% |