Retirement plan

TYSON FOODS, INC. RETIREMENT SAVINGS PLAN

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

TYSON FOODS, INC.EIN 71-0225165Plan #004PY 2016

P.O. BOX 2020 - SPRINGDALE, AR 727652020479-290-4000tysonfoods.comLinkedIn10001+ employeesfood production

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed October 18, 2004 (most recent of 2 filings on file)

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)

$2034.3M

+15.8% from 2015

Total participants

106,526

+3.2% from 2015

Average account balance

$37,617

+9.3% from 2015

Annual return

13.49%

+12.61 pp from 2015

Benchmarks

See 979 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants>=10,000

Cohort979 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.74B

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

63,329

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.

45.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$327.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80

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 10 by compensation

Provider	Service type	Compensation
NORTHWEST PLAN SERVICES, INC.2+ years Service code 13 · EIN 91-2090931	Contract Administrator	$2,410,862
INVESCO2+ years Service code 19 · EIN 58-1707262	Securities Custodian	$412,897
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 · EIN 42-1558009	Shareholder servicing fees; Investmen...	$232,021
TYSON FOODS, INC.2+ years Service code 14 · EIN 71-0225165	Plan Administrator	$225,016
AON CONSULTING2+ years Filed as: AON INVESTMENT CONSULTING Service code 27 · EIN 59-2706923	Advisory (Plan)	$145,277
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324	Accounting	$42,292
MASTERPOINT FINANCIALS TECH.2+ years Service code 49 · EIN 41-1810775	Other Services	$35,251
INFORMATION SOLUTIONS2+ years Service code 36 · EIN 13-2638166	Direct payment from the plan; Copying...	$16,911
BRYAN CAVE LLP2+ years Service code 29 · EIN 43-0602162	Legal	$16,615
ROARK GROUP2+ years Service code 36 · EIN 71-0454445	Copying and duplicating	$11,163

Plan features & details

Pension benefit codes2G2J2K2E2F2T3H

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

Expense breakdown

Schedule H Part II

Admin total

$3.5M

$35 / participant

Investment mgmt$790K22.3%
Contract admin$2M67.9%
Other / not subdivided$347K9.8%

% of EOY assets

0.174%

all-in expense ratio

Categories reported

2 / 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: PRICEWATERHOUSECOOPERS LLC
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,617

$329,111-88.6%

$106,619-64.7%

$329,111-88.6%

Participation rate

48.1%

67.9%-19.8pp

78.0%-29.9pp

67.9%-19.8pp

Annual return

13.49%

16.35%-2.9pp

9.42%+4.1pp

16.35%-2.9pp

Employer contribution / active EE

$689

$2,303-70.1%

$3,947-82.5%

$2,303-70.1%

Participant deferral / active EE

$1,236

$3,682-66.4%

$3,930-68.5%

$3,682-66.4%

Admin fee / account holder

$66

$754-91.3%

$6,418-99.0%

$754-91.3%

Provider

Service type

Compensation

NORTHWEST PLAN SERVICES, INC.2+ years

Service code 13 · EIN 91-2090931

Contract Administrator

$2,410,862

INVESCO2+ years

Service code 19 · EIN 58-1707262

Securities Custodian

$412,897

CHARLES SCHWAB & CO., INC.2+ years

Filed as: CHARLES SCHWAB TRUST CO.

Service code 18 · EIN 42-1558009

Shareholder servicing fees; Investmen...

$232,021

TYSON FOODS, INC.2+ years

Service code 14 · EIN 71-0225165

Plan Administrator

$225,016

AON CONSULTING2+ years

Filed as: AON INVESTMENT CONSULTING

Service code 27 · EIN 59-2706923

Advisory (Plan)

$145,277

PRICEWATERHOUSECOOPERS LLP2+ years

Filed as: PRICEWATERHOUSE COOPERS

Service code 10 · EIN 13-4008324

Accounting

$42,292

MASTERPOINT FINANCIALS TECH.2+ years

Service code 49 · EIN 41-1810775

Other Services

$35,251

INFORMATION SOLUTIONS2+ years

Service code 36 · EIN 13-2638166

Direct payment from the plan; Copying...

$16,911

BRYAN CAVE LLP2+ years

Service code 29 · EIN 43-0602162

Legal

$16,615

ROARK GROUP2+ years

Service code 36 · EIN 71-0454445

Copying and duplicating

$11,163

TYSON FOODS, INC. RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TYSON FOODS, INC. RETIREMENT SAVINGS 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