Retirement plan

UNISYS SAVINGS PLAN

Name: UNISYS CORPORATION - UNISYS SAVINGS PLAN (2019) Form 5500
Creator: UNISYS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNISYS SAVINGS PLAN, UNISYS CORPORATION

UNISYS CORPORATIONEIN 38-0387840Plan #004PY 2019

801 LAKEVIEW DRIVE, SUITE 100 - BLUE BELL, PA 194221901215-274-1399unisys.comLinkedIn10001+ employeesinformation technology and services

Other plans on this EIN

3 filings

#005Retirement-$2.78B assets #022Retirement-$746.9M assets #017Retirement-$1.4M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1466M

+2.2% from 2016

Total participants

15,409

+5.1% from 2016

Average account balance

$109,306

-3.8% from 2016

Annual return

20.41%

-8.38 pp from 2016

Benchmarks

See 118 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants5,000-9,999

Cohort118 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30B

Not enough data

1 years with asset history on file

Average account balance

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

$169K

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.

7,709

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.

64.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29.39M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+14.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$76

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 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786	Loan Processing	$648,392
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432	Consulting	$110,000

Plan features & details

Pension benefit codes2E2F2H2I2J2K3H

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).
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.
2I
Stock bonus
Stock bonus plan.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$758K

$125 / participant

Contract admin$648K85.5%
Other / not subdivided$110K14.5%

% of EOY assets

0.052%

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: KPMG LLP
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$109,306

$117,238-6.8%

$87,102+25.5%

$82,204+33.0%

Participation rate

67.2%

87.2%-20.1pp

76.9%-9.7pp

73.4%-6.2pp

Annual return

20.41%

25.80%-5.4pp

28.19%-7.8pp

26.31%-5.9pp

Employer contribution / active EE

$2,121

$3,535-40.0%

$2,521-15.9%

$2,707-21.6%

Participant deferral / active EE

$7,067

$5,976+18.3%

$4,048+74.6%

$4,246+66.5%

Admin fee / account holder

$57

$81-30.4%

$7,493-99.2%

$76-25.2%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Filed as: FIDELITY INVESTMENTS

Service code 37 · EIN 04-2647786

Loan Processing

$648,392

COOK STREET CONSULTING3 years

Filed as: COOK STREET CONSULTING, INC.

Service code 16 · EIN 84-0854432

Consulting

$110,000

UNISYS SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNISYS 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