Retirement plan

TERADATA SAVINGS PLAN

Name: TERADATA CORPORATION - TERADATA SAVINGS PLAN (2015) Form 5500
Creator: TERADATA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TERADATA SAVINGS PLAN, TERADATA CORPORATION

TERADATA CORPORATIONEIN 75-3236470Plan #001PY 2015

10000 INNOVATION DRIVE - DAYTON, OH 45342937-242-4715teradata.comLinkedIn10001+ employeescomputer software

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$931.3M

-3.3% from 2016

Total participants

5,336

+3.4% from 2016

Average account balance

$178,985

-7.0% from 2016

Annual return

-1.15%

-9.25 pp from 2016

Benchmarks

See 742 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort742 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15B

Not enough data

1 years with asset history on file

Average account balance

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

$305K

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.

3,755

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.

98.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+14.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$94

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 5 by compensation

Provider	Service type	Compensation
NEPC, LLC1+ years Service code 27 · EIN 26-1429809	Advisory (Plan)	$1,051,255
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325	Accounting	$28,482
THOMPSON HINE1+ years Service code 29 · EIN 34-0575300	Legal	$9,254
FID INV INST OPS CO1+ years Service code 60	Sub-TA Fees	$0
FID INV INST OPS CO1+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786	Loan Processing	-$5,329

Plan features & details

Pension benefit codes2E2F2G2J2K2R3H

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$221K

$54 / participant

Investment mgmt$17K7.7%
Other / not subdivided$204K92.3%

% of EOY assets

0.024%

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: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$178,985

$71,957+148.7%

$67,652+164.6%

$59,188+202.4%

Participation rate

96.8%

82.7%+14.1pp

75.7%+21.1pp

69.4%+27.3pp

Annual return

-1.15%

8.53%-9.7pp

6625.40%-6626.6pp

5.51%-6.7pp

Employer contribution / active EE

$5,498

$2,432+126.1%

$2,266+142.7%

$2,098+162.1%

Participant deferral / active EE

$11,786

$4,211+179.9%

$3,560+231.1%

$3,265+261.0%

Admin fee / account holder

$42

$64-33.9%

$4,821-99.1%

$92-54.0%

Provider

Service type

Compensation

NEPC, LLC1+ years

Service code 27 · EIN 26-1429809

Advisory (Plan)

$1,051,255

RSM US LLP1+ years

Filed as: MCGLADREY LLP

Service code 10 · EIN 42-0714325

Accounting

$28,482

THOMPSON HINE1+ years

Service code 29 · EIN 34-0575300

Legal

$9,254

FID INV INST OPS CO1+ years

Service code 60

Sub-TA Fees

FID INV INST OPS CO1+ years

Filed as: FID INVEST INST OPS CO

Service code 37 · EIN 04-2647786

Loan Processing

-$5,329

TERADATA SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TERADATA 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