Retirement plan

TRONOX INCORPORATED SAVINGS INVESTMENT PLAN

Name: TRONOX INCORPORATED - TRONOX INCORPORATED SAVINGS INVESTMENT PLAN (2022) Form 5500
Creator: TRONOX INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRONOX INCORPORATED SAVINGS INVESTMENT PLAN, TRONOX INCORPORATED

TRONOX INCORPORATEDEIN 20-2868245Plan #001PY 2022

263 TRESSER BOULEVARD - STAMFORD, CT 06901203-705-3800tronox.comLinkedIn5001-10000 employeeschemicals

Other plans on this EIN

1 filing

#002Retirement-$175.2M assets

Prospect flagsLow returnsFailed to transmit contributions

How to read this page

Total assets (EOY)

$185.6M

-8.8% from 2016

Total participants

829

-1.1% from 2016

Average account balance

$224,727

-12.2% from 2016

Annual return

-19.19%

-8.03 pp from 2016

Benchmarks

See 1,172 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,172 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$261.24M

Not enough data

1 years with asset history on file

Average account balance

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

$312K

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.

838

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.

98.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+18.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$133

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 6 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH2 years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085	Advisory (Plan)	$87,500
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$67,769
RSM US LLP3 years Service code 10 · EIN 42-0714325	Accounting	$40,500
AON CONSULTING1 year Filed as: AON INVESTMENTS Service code 27 · EIN 36-3109431	Advisory (Plan)	$16,250
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749	Accounting	$12,075
FIDELITY INVESTMENTS INSTITUTIONAL8+ years Service code 37 · EIN 04-2647786	Loan Processing	-$129,996

Plan features & details

Pension benefit codes2F2G2J2K2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all 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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$94K

$149 / participant

Investment mgmt$68K72.0%
Other / not subdivided$26K28.0%

% of EOY assets

0.051%

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: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$224,727

$81,948+174.2%

$90,767+147.6%

$64,829+246.6%

Participation rate

99.5%

80.5%+19.1pp

75.7%+23.8pp

71.5%+28.0pp

Annual return

-19.19%

-12.53%-6.7pp

-12.16%-7.0pp

32.85%-52.0pp

Employer contribution / active EE

$15,587

$3,067+408.2%

$2,922+433.5%

$2,507+521.7%

Participant deferral / active EE

$11,741

$4,844+142.4%

$4,565+157.2%

$4,312+172.3%

Admin fee / account holder

$114

$157-27.5%

$8,445-98.7%

$188-39.4%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH2 years

Filed as: MERRILL LYNCH

Service code 27 · EIN 13-5674085

Advisory (Plan)

$87,500

STRATEGIC ADVISORS, INC.5 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$67,769

RSM US LLP3 years

Service code 10 · EIN 42-0714325

Accounting

$40,500

AON CONSULTING1 year

Filed as: AON INVESTMENTS

Service code 27 · EIN 36-3109431

Advisory (Plan)

$16,250

CLIFTONLARSONALLEN LLP1 year

Filed as: CLIFTON LARSON ALLEN LLP

Service code 10 · EIN 41-0746749

Accounting

$12,075

FIDELITY INVESTMENTS INSTITUTIONAL8+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$129,996

TRONOX INCORPORATED SAVINGS INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRONOX INCORPORATED SAVINGS INVESTMENT PLAN

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