Retirement plan

CERIDIAN SAVINGS AND INVESTMENT PLAN

Name: CERIDIAN HCM, INC. - CERIDIAN SAVINGS AND INVESTMENT PLAN (2016) Form 5500
Creator: CERIDIAN HCM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CERIDIAN SAVINGS AND INVESTMENT PLAN, CERIDIAN HCM, INC.

CERIDIAN HCM, INC.EIN 59-3228107Plan #007PY 2016

3311 EAST OLD SHAKOPEE ROAD - MINNEAPOLIS, MN 55425952-853-8100dayforce.comLinkedIn5001-10000 employeescomputer software

Other plans on this EIN

1 filing

#001Retirement-$428.8M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$375M

-3.3% from 2016

Total participants

4,008

+2.8% from 2016

Average account balance

$111,973

-8.8% from 2016

Annual return

5.76%

-3.04 pp from 2016

Benchmarks

See 664 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort664 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$633.46M

Not enough data

1 years with asset history on file

Average account balance

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

$186K

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.

3,398

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.

88.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34.90M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$101

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 4 by compensation

Provider	Service type	Compensation
JEFFREY SLOCUM & ASSOCIATES1 year Filed as: JEFFREY SLOCUM ASSOCIATES INC Service code 16 43 MAIN STREET SE · MINNEAPOLIS, MN 55414	Consulting	$65,270
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602	Advisory (Participants)	$22,782
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$14,642
FOX ROTHSCHILD LLP1 year Service code 29 222 SOUTH 9TH STREET · MINNIEAPOLIS, MN 55402	Legal	$8,291

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H

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

Expense breakdown

Schedule H Part II

Admin total

$112K

$50 / participant

Investment mgmt$23K20.3%
Other / not subdivided$90K79.7%

% of EOY assets

0.030%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$111,973

$85,635+30.8%

$123,894-9.6%

$63,975+75.0%

Participation rate

70.5%

74.9%-4.4pp

81.4%-10.9pp

71.1%-0.6pp

Annual return

5.76%

15.74%-10.0pp

47.52%-41.8pp

48.65%-42.9pp

Employer contribution / active EE

$1,618

$3,076-47.4%

$4,617-65.0%

$2,182-25.8%

Participant deferral / active EE

$6,022

$5,667+6.3%

$5,984+0.6%

$3,356+79.4%

Admin fee / account holder

$34

$75-55.2%

$8,357-99.6%

$70-52.3%

Provider

Service type

Compensation

JEFFREY SLOCUM & ASSOCIATES1 year

Filed as: JEFFREY SLOCUM ASSOCIATES INC

Service code 16

43 MAIN STREET SE · MINNEAPOLIS, MN 55414

Consulting

$65,270

MORNINGSTAR2+ years

Service code 26

22 WEST WASHINGTON STREET · CHICAGO, IL 60602

Advisory (Participants)

$22,782

T ROWE PRICE RPS INC2+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$14,642

FOX ROTHSCHILD LLP1 year

Service code 29

222 SOUTH 9TH STREET · MINNIEAPOLIS, MN 55402

Legal

$8,291

CERIDIAN SAVINGS AND INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CERIDIAN 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