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 CO10+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $833,246 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $681,752 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $296,087 |
HP INC.6 years Filed as: HP INC Service code 14 · EIN 94-1081436 | Plan Administrator | $280,415 |
AON CONSULTING7 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $200,000 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $142,800 |
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $127,500 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 28 · EIN 36-3109431 | Investment Management | $100,000 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE & TOUCHE LLC Service code 10 · EIN 13-3891517 | Accounting | $49,000 |
GROOM LAW GROUP1 year Filed as: GROOM LAW Service code 29 · EIN 52-1219029 | Legal | $22,276 |
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 | $300,358 | $178,759+68.0% | $102,460+193.1% | $106,553+181.9% |
| Participation rate | 86.5% | 91.3%-4.8pp | 76.5%+10.0pp | 69.8%+16.7pp |
| Annual return | 13.59% | 17.23%-3.6pp | 29.47%-15.9pp | 17.37%-3.8pp |
| Employer contribution / active EE | $4,368 | $5,750-24.0% | $3,025+44.4% | $3,359+30.1% |
| Participant deferral / active EE | $12,680 | $9,466+34.0% | $5,056+150.8% | $5,562+128.0% |
| Admin fee / account holder | $80 | $62+29.4% | $9,460-99.2% | $80+0.9% |