Retirement plan

PENSION AND RETIREMENT PLAN

E. I. DU PONT DE NEMOURS AND COMPANYEIN 51-0014090Plan #001PY 2019
974 CENTRE ROAD, CHESTNUT RUN PLAZA, 735/4330-4 - WILMINGTON, DE 19805302-485-3492
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(302) 485-3492
Plan administrator signer
MARK DURKOVIC
Signed 10/12/2020

Summary metrics

Total assets (EOY)
$16615.7M
-10.9% from 2016
Total participants
103,482
+10.6% from 2016
Average account balance
$0
No prior year
Annual return
15.27%
-6.52 pp from 2016

Benchmarks

Peer group
Industry32 - Manufacturing
Plan typeDefined benefit
Participants1,000-4,999
Cohort87 peers
Snapshot2019
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $10,415
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $341,093,897
Admin fee / account holder
$0
median $1,551,325
Annual return
15.27%
median 17.96%
Overall peer rank
23rd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$10.42B
Average account balance
Total assets / participants with a balance (line 6g)
$157K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
64,134
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$1.31B
Contributions per participant
Average employer and participant contribution per enrolled participant
$115K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+1.60%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 8 by compensation
ProviderService typeCompensation
Service code 15
4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069
Recordkeeping
$3,932,290
Service code 15 · EIN 51-0014090
Recordkeeping
$810,810
Service code 11 · EIN 36-2235791
Actuarial
$712,641
Service code 15 · EIN 04-1867445
Recordkeeping
$552,905
Service code 10 · EIN 13-4008324
Accounting
$199,887
Service code 15 · EIN 04-3609853
Recordkeeping
$152,750
Service code 29 · EIN 23-0382195
Legal
$64,020
Service code 38
100 ROGERS AVENUE · WILMINGTON, DC 19801
Participant Communication
$48,408

Enrolled actuary

1 attachment
SB

DOUGLAS A. ROSS

AON CONSULTING, INC.
Enrollment #2007311
400 ATRIUM DRIVE
SOMERSET, NJ 08873
(732) 302-2100
Signed 2020-09-29

Top hat statement on fileNQDC

Filed June 5, 2008 (most recent of 2 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.

Plan features & details

Pension benefit codes1A3F3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$71.2M
$20961 / participant
  • Contract admin$5M7.5%
  • Other / not subdivided$66M92.5%
% of EOY assets
0.429%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
PRICEWATERHOUSECOOPERS
Auditor EIN
134008324
Audit fees
(not subdivided)
Opinion code
Unqualified