Retirement plan

LITTELFUSE, INC. 401(K) SAVINGS PLAN

Name: LITTELFUSE, INC. - LITTELFUSE, INC. 401(K) SAVINGS PLAN (2016) Form 5500
Creator: LITTELFUSE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LITTELFUSE, INC. 401(K) SAVINGS PLAN, LITTELFUSE, INC.

LITTELFUSE, INC.EIN 36-3795742Plan #002PY 2016

ATTENTION RYAN STAFFORD, 8755 W. HIGGINS ROAD, SUITE 500 - CHICAGO, IL 60631773-628-1000littelfuse.comLinkedIn10001+ employeeselectrical/electronic manufacturing

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$87.8M

-9.0% from 2016

Total participants

895

+4.2% from 2016

Average account balance

$101,333

-13.2% from 2016

Annual return

11.13%

-2.76 pp from 2016

Benchmarks

See 2,356 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,356 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$266.07M

Not enough data

1 years with asset history on file

Average account balance

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

$195K

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.

1,366

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.

97.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+13.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$89

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
NELSON MULLINS RILEY & SCARBOROUGH2+ years Filed as: NELSON MULLINS RILEY Service code 10 1320 MAIN STREET · COLUMBIA, SC 29201	Accounting	$55,966
WILLIS TOWERS WATSON US LLC1 year Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291	Consulting	$16,500
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114	Recordkeeping	$3,310

Plan features & details

Pension benefit codes2G2J2K2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$76K

$140 / participant

Other / not subdivided$76K100.0%

% of EOY assets

0.086%

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
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$101,333

$63,905+58.6%

$74,184+36.6%

$57,661+75.7%

Participation rate

94.6%

79.8%+14.9pp

76.6%+18.0pp

70.2%+24.4pp

Annual return

11.13%

60.60%-49.5pp

17.74%-6.6pp

5.13%+6.0pp

Employer contribution / active EE

$6,221

$1,840+238.0%

$2,370+162.5%

$1,974+215.2%

Participant deferral / active EE

$8,255

$3,448+139.4%

$3,550+132.5%

$3,061+169.7%

Admin fee / account holder

$88

$91-3.9%

$5,586-98.4%

$95-7.4%

Provider

Service type

Compensation

NELSON MULLINS RILEY & SCARBOROUGH2+ years

Filed as: NELSON MULLINS RILEY

Service code 10

1320 MAIN STREET · COLUMBIA, SC 29201

Accounting

$55,966

WILLIS TOWERS WATSON US LLC1 year

Filed as: TOWERS WATSON DELAWARE INC.

Service code 16 · EIN 53-0181291

Consulting

$16,500

T ROWE PRICE RPS INC2+ years

Filed as: T. ROWE PRICE

Service code 15 · EIN 52-1714114

Recordkeeping

$3,310

LITTELFUSE, INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LITTELFUSE, INC. 401(K) SAVINGS 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