Retirement plan

JOHNSON MATTHEY, INC. SALARIED EMPLOYEES SAVINGS INVESTMENT PLAN

Name: JOHNSON MATTHEY, INC. - JOHNSON MATTHEY, INC. SALARIED EMPLOYEES SAVINGS INVESTMENT PLAN (2019) Form 5500
Creator: JOHNSON MATTHEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNSON MATTHEY, INC. SALARIED EMPLOYEES SAVINGS INVESTMENT PLAN, JOHNSON MATTHEY, INC.

JOHNSON MATTHEY, INC.EIN 23-0411710Plan #003PY 2019

435 DEVON PARK DRIVE, SUITE 600 - WAYNE, PA 190871998610-971-3000LinkedIn1-10 employeesmining & metals

Other plans on this EIN

3 filings

#001Retirement-$370.0M assets #002Retirement-$53.7M assets #004Retirement-$35.1M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed October 8, 2007

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.

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Total assets (EOY)

$417.5M

-11.8% from 2017

Total participants

3,727

-2.9% from 2017

Average account balance

$123,845

-9.6% from 2017

Annual return

6.21%

-19.85 pp from 2017

Benchmarks

See 822 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort822 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$483.54M

Not enough data

1 years with asset history on file

Average account balance

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

$190K

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.

2,545

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.

84.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23.21M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+8.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$183

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
FINANCIAL ENGINES3 years Service code 27 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089	Advisory (Plan)	$177,408
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$104,410
MERCER4+ years Service code 27 · EIN 13-2843441	Advisory (Plan)	$62,100
BDO USA, LLP1 year Service code 10 · EIN 13-5381590	Accounting	$34,811
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050	Legal	$9,847

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$389K

$150 / participant

Investment mgmt$240K61.6%
Other / not subdivided$150K38.4%

% of EOY assets

0.093%

all-in expense ratio

Categories reported

1 / 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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$123,845

$105,173+17.8%

$87,102+42.2%

$77,775+59.2%

Participation rate

86.2%

85.8%+0.5pp

76.9%+9.4pp

73.2%+13.0pp

Annual return

6.21%

24.52%-18.3pp

28.19%-22.0pp

32.58%-26.4pp

Employer contribution / active EE

$5,308

$2,890+83.6%

$2,521+110.5%

$2,504+112.0%

Participant deferral / active EE

$5,198

$5,048+3.0%

$4,048+28.4%

$3,966+31.1%

Admin fee / account holder

$115

$105+10.4%

$7,493-98.5%

$100+15.3%

Provider

Service type

Compensation

FINANCIAL ENGINES3 years

Service code 27

1050 ENTERPRISE WAY · SUNNYVALE, CA 94089

Advisory (Plan)

$177,408

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE RPS INC

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$104,410

MERCER4+ years

Service code 27 · EIN 13-2843441

Advisory (Plan)

$62,100

BDO USA, LLP1 year

Service code 10 · EIN 13-5381590

Accounting

$34,811

MORGAN STANLEY SMITH BARNEY4+ years

Filed as: MORGAN LEWIS & BOCKIUS, LLP

Service code 29 · EIN 23-0891050

Legal

$9,847

JOHNSON MATTHEY, INC. SALARIED EMPLOYEES SAVINGS INVESTMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSON MATTHEY, INC. SALARIED EMPLOYEES SAVINGS INVESTMENT PLAN

Top hat statement on fileNQDC

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