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 CO9+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $764,713 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $530,495 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $283,043 |
HP INC.5 years Filed as: HP INC Service code 14 · EIN 94-1081436 | Plan Administrator | $254,393 |
AON CONSULTING6 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $200,000 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $136,000 |
THE BANK OF NEW YORK MELLON9+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $127,500 |
Filed as: STATE STREET Service code 28 · EIN 36-3109431 | Investment Management | $100,000 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE LLC Service code 10 · EIN 13-3891517 | Accounting | $39,710 |
ALTERITY GROUP1 year Filed as: ALTERITY GROUP LLC Service code 16 · EIN 27-0787824 | Consulting | $29,250 |
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 | $271,759 | $161,802+68.0% | $96,564+181.4% | $96,393+181.9% |
| Participation rate | 86.4% | 92.5%-6.1pp | 76.0%+10.4pp | 71.3%+15.1pp |
| Annual return | 17.52% | 18.41%-0.9pp | 25.89%-8.4pp | 22.88%-5.4pp |
| Employer contribution / active EE | $4,436 | $5,381-17.6% | $2,967+49.5% | $3,239+37.0% |
| Participant deferral / active EE | $12,777 | $8,927+43.1% | $4,852+163.3% | $5,455+134.2% |
| Admin fee / account holder | $70 | $61+14.3% | $8,256-99.2% | $74-5.8% |