Retirement plan

TATE & LYLE HOURLY SAVINGS AND INVESTMENT PLAN

Name: TATE & LYLE AMERICAS, LLC - TATE & LYLE HOURLY SAVINGS AND INVESTMENT PLAN (2019) Form 5500
Creator: TATE & LYLE AMERICAS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TATE & LYLE HOURLY SAVINGS AND INVESTMENT PLAN, TATE & LYLE AMERICAS, LLC

TATE & LYLE AMERICAS, LLCEIN 36-4165865Plan #040PY 2019

2200 E. ELDORADO STREET - DECATUR, IL 62521217-421-2861LinkedIn1001-5000 employeesfood production

Other plans on this EIN

4 filings

#001Retirement-$544.8M assets #045Retirement-$311.0M assets #035Retirement-$143.2M assets #050Retirement-$36.9M assets

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$43.1M

+8.2% from 2016

Total participants

346

+12.5% from 2016

Average account balance

$124,486

-3.8% from 2016

Annual return

22.13%

+4.91 pp from 2016

Benchmarks

See 691 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort691 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.25M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

155

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$136

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
TRANSAMERICA RETIREMENT SOLUTIONS5+ years Service code 12 · EIN 13-3689044	Investment management; Shareholder se...	$33,222
KRUGGEL, LAWTON & COMPANY, LLC1 year Filed as: KRUGGEL LAWTON & COMPANY, LLC Service code 10 · EIN 35-1307701	Accounting	$5,000
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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.
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

1 tripped

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

$38K

$150 / participant

Other / not subdivided$38K100.0%

% of EOY assets

0.089%

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: KRUGGEL LAWTON & COMPANY, LLC
Auditor EIN: 351307701
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$124,486

$55,790+123.1%

$76,667+62.4%

$67,584+84.2%

Participation rate

100.0%

71.1%+28.9pp

72.1%+27.9pp

71.3%+28.7pp

Annual return

22.13%

64.45%-42.3pp

1166.74%-1144.6pp

378.59%-356.5pp

Employer contribution / active EE

$1,810-100.0%

$2,303-100.0%

$2,148-100.0%

Participant deferral / active EE

$2,875-100.0%

$3,336-100.0%

$3,540-100.0%

Admin fee / account holder

$110

$159-30.6%

$6,423-98.3%

$142-22.4%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS5+ years

Service code 12 · EIN 13-3689044

Investment management; Shareholder se...

$33,222

KRUGGEL, LAWTON & COMPANY, LLC1 year

Filed as: KRUGGEL LAWTON & COMPANY, LLC

Service code 10 · EIN 35-1307701

Accounting

$5,000

NATIONAL FINANCIAL SERVICES5+ years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

TATE & LYLE HOURLY SAVINGS AND INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TATE & LYLE HOURLY SAVINGS AND 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