Retirement plan

TI 401(K) SAVINGS PLAN

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

TEXAS INSTRUMENTS INCORPORATEDEIN 75-0289970Plan #017PY 2016

13570 N. CENTRAL EXPRESSWAY, MS 3933 - DALLAS, TX 75243972-995-3333ti.comLinkedIn10001+ employeessemiconductors

Other plans on this EIN

2 filings

#092Retirement-$4.20B assets #006Retirement-$1.30B assets

Prospect flagsHigh feesHigh assets / participant

Top hat statement on fileNQDC

Filed April 21, 2009 (most recent of 4 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.

Open the filing PDF

How to read this page

Total assets (EOY)

$1147.2M

No prior year

Total participants

2,571

No prior year

Average account balance

$447,962

No prior year

Annual return

11.79%

No prior year

Benchmarks

See 780 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort780 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.06B

Not enough data

1 years with asset history on file

Average account balance

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

$967K

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.

1,100

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.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.50M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+10.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$426

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 7 by compensation

Provider	Service type	Compensation
FINANCIAL ENGINES2+ years Service code 16 · EIN 94-3250323	Consulting	$420,423
BLACKROCK1+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 28 · EIN 94-3112180	Investment Management	$181,154
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786	Loan Processing	$151,321
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860	Bank Trustee	$134,175
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596	Accounting	$92,995
HAYNES AND BOONE, LLP2+ years Filed as: HAYNES & BOONE Service code 29 · EIN 34-1312888	Legal	$18,427
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CO. Service code 33	Securities brokerage	$7,378

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3D3F3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.0M

$647 / participant

Investment mgmt$181K18.1%
Contract admin$151K15.1%
Other / not subdivided$670K66.8%

% of EOY assets

0.087%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ERNST & YOUNG LLP
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$447,962

$80,211+458.5%

$74,183+503.9%

$63,975+600.2%

Participation rate

99.4%

84.2%+15.2pp

76.6%+22.7pp

71.1%+28.2pp

Annual return

11.79%

14.13%-2.3pp

17.74%-5.9pp

48.65%-36.9pp

Employer contribution / active EE

$2,293

$2,553-10.2%

$2,370-3.3%

$2,182+5.1%

Participant deferral / active EE

$12,425

$4,370+184.3%

$3,550+250.0%

$3,356+270.2%

Admin fee / account holder

$392

$67+482.8%

$5,586-93.0%

$70+456.1%

Provider

Service type

Compensation

FINANCIAL ENGINES2+ years

Service code 16 · EIN 94-3250323

Consulting

$420,423

BLACKROCK1+ years

Filed as: BLACKROCK INST. TRUST CO., N.A.

Service code 28 · EIN 94-3112180

Investment Management

$181,154

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Filed as: FIDELITY INV. INST. OPS. CO., INC.

Service code 37 · EIN 04-2647786

Loan Processing

$151,321

NORTHERN TRUST COMPANY2+ years

Service code 21 · EIN 36-1561860

Bank Trustee

$134,175

ERNST & YOUNG LLP2+ years

Service code 10 · EIN 34-6565596

Accounting

$92,995

HAYNES AND BOONE, LLP2+ years

Filed as: HAYNES & BOONE

Service code 29 · EIN 34-1312888

Legal

$18,427

NORTHERN TRUST COMPANY1+ years

Filed as: NORTHERN TRUST CO.

Service code 33

Securities brokerage

$7,378

TI 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TI 401(K) 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