Retirement plan

TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES

Name: TREEHOUSE FOODS, INC. - TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES (2017) Form 5500
Creator: TREEHOUSE FOODS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES, TREEHOUSE FOODS, INC.

TREEHOUSE FOODS, INC.EIN 20-2311383Plan #008PY 2017

2021 SPRING ROAD, 6TH FLOOR - OAK BROOK, IL 60523708-483-1300treehousefoods.comLinkedIn10001+ employeesfood production

Other plans on this EIN

5 filings

#003Retirement-$605.6M assets #005Retirement-$249.6M assets #002Retirement-$28.7M assets #001Retirement-$25.6M assets #006Retirement-$5.2M assets

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$59.2M

-10.7% from 2017

Total participants

1,537

+279.0% from 2017

Average account balance

$62,527

-4.7% from 2017

Annual return

15.70%

-15.70 pp from 2017

Benchmarks

See 215 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort215 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$38.05M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$59K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

642

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

61.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.16%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$194

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
SEYFARTH SHAW LLP2+ years Service code 29 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693	Legal	$59,882
GRANT THORNTON LLP1 year Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694	Accounting	$29,970
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$9,999

Plan features & details

Pension benefit codes2E2H2J2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$100K

$72 / participant

Other / not subdivided$100K100.0%

% of EOY assets

0.169%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,527

$123,286-49.3%

$75,501-17.2%

$77,958-19.8%

Participation rate

57.4%

78.8%-21.4pp

72.4%-15.0pp

71.6%-14.2pp

Annual return

15.70%

20.45%-4.8pp

27.35%-11.7pp

20.87%-5.2pp

Employer contribution / active EE

$683

$2,035-66.4%

$2,352-70.9%

$2,310-70.4%

Participant deferral / active EE

$2,121

$3,095-31.5%

$3,142-32.5%

$3,537-40.0%

Admin fee / account holder

$106

$144-26.6%

$5,801-98.2%

$97+8.6%

Provider

Service type

Compensation

SEYFARTH SHAW LLP2+ years

Service code 29

3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693

Legal

$59,882

GRANT THORNTON LLP1 year

Service code 10

33562 TREASURY CENTER · CHICAGO, IL 60694

Accounting

$29,970

T ROWE PRICE RPS INC2+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$9,999

TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TREEHOUSE PRIVATE BRANDS, INC. RETIREMENT INCOME SAVINGS PLAN FOR UNION EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion