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 CO8+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,276,764 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $460,757 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $296,975 |
AON CONSULTING5 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $200,000 |
HP INC.4 years Filed as: HP INC Service code 14 · EIN 94-1081436 | Plan Administrator | $150,997 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $141,650 |
THE BANK OF NEW YORK MELLON8+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $127,500 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK & TRUST Service code 28 · EIN 04-1867445 | Investment Management | $100,000 |
DELOITTE & TOUCHE LLP6 years Service code 16 · EIN 13-3891517 | Consulting | $56,721 |
AETNA LIFE INSURANCE COMPANY5 years Filed as: AETNA Service code 16 · EIN 94-2192581 | Consulting | $30,167 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,822 | $138,331+72.6% | $86,717+175.4% | $89,433+167.0% |
| Participation rate | 86.7% | 88.9%-2.1pp | 76.6%+10.1pp | 71.3%+15.5pp |
| Annual return | -13.88% | -11.72%-2.2pp | 35.97%-49.8pp | -11.88%-2.0pp |
| Employer contribution / active EE | $3,710 | $4,812-22.9% | $2,837+30.8% | $3,021+22.8% |
| Participant deferral / active EE | $10,807 | $8,027+34.6% | $4,657+132.1% | $5,125+110.9% |
| Admin fee / account holder | $77 | $64+20.0% | $7,494-99.0% | $79-3.2% |