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 CO7+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,446,839 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $336,128 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $301,005 |
AON CONSULTING1 year Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $200,000 |
HP INC.3 years Filed as: HP INC Service code 14 · EIN 94-1081436 | Plan Administrator | $157,295 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $127,500 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $122,000 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST Service code 28 · EIN 04-1867445 | Investment Management | $100,000 |
DELOITTE & TOUCHE LLP5 years Service code 16 · EIN 13-3891517 | Consulting | $51,567 |
Filed as: QDRO CONSULTANT Service code 50 · EIN 34-1820650 | Direct Payment | $9,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $292,900 | $171,796+70.5% | $111,319+163.1% | $106,520+175.0% |
| Participation rate | 85.8% | 88.6%-2.8pp | 77.3%+8.5pp | 71.3%+14.5pp |
| Annual return | 15.62% | 18.62%-3.0pp | 54.68%-39.1pp | 19.28%-3.7pp |
| Employer contribution / active EE | $3,569 | $4,687-23.9% | $2,732+30.6% | $2,840+25.6% |
| Participant deferral / active EE | $10,411 | $7,845+32.7% | $4,488+132.0% | $4,948+110.4% |
| Admin fee / account holder | $78 | $69+12.3% | $7,966-99.0% | $75+4.5% |