Retirement plan

DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN

Name: DR PEPPER SNAPPLE GROUP, INC. - DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN (2017) Form 5500
Creator: DR PEPPER SNAPPLE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN, DR PEPPER SNAPPLE GROUP, INC.

DR PEPPER SNAPPLE GROUP, INC.EIN 98-0517725Plan #001PY 2017

5301 LEGACY DRIVE - PLANO, TX 75024972-673-7000keurigdrpepper.comLinkedIn10001+ employeesfood & beverages

Other plans on this EIN

3 filings

#010Retirement-$946.8M assets #003Retirement-$62.7M assets #022Retirement-$4.9M assets

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$141.6M

-9.0% from 2016

Total participants

1,680

+7.0% from 2016

Average account balance

No prior year

Annual return

12.47%

-10.31 pp from 2016

Benchmarks

See 90 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined benefit

Participants250-999

Cohort90 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$74.26M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

739

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 9 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 17 · EIN 04-3304255	Pension Consulting	$545,045
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 17 · EIN 52-1868818	Pension Consulting	$358,606
MCDERMOTT WILL & EMERY LLP3+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176	Legal	$104,979
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841	Accounting	$58,428
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860	Bank Trustee	$57,018
NEPC, LLC1 year Service code 17 · EIN 26-1429809	Pension Consulting	$49,489
INCOME RESEARCH & MANAGEMENT1 year Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 26-3761443	Investment Management	$32,913
LEGAL & GENERAL INVESTMENT1 year Filed as: LEGAL & GENERALY INVESTMENT Service code 28 · EIN 20-8058531	Investment Management	$17,322
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180	Bank Trustee	$13,748

Enrolled actuary

1 attachment

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

Plan features & details

Pension benefit codes1A1C1E1H3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1E
Section 401(h) arrangement
Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
1H
PBGC terminated and closed out plan
Plan covered by PBGC that was terminated and closed out for PBGC purposes (standard or distress termination with distribution of plan assets or trustee appointed under ERISA section 4042).
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

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$1639 / participant

Other / not subdivided$1M100.0%

% of EOY assets

0.745%

all-in expense ratio

Categories reported

0 / 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: ARMANINO, LLP
Auditor EIN: 946214841
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,723,788-100.0%

$107,664-100.0%

$1,723,788-100.0%

Participation rate

0.0%

0.0%0pp

10.0%-10.0pp

1.9%-1.9pp

Annual return

12.47%

11.50%+1.0pp

337.46%-325.0pp

23.90%-11.4pp

Employer contribution / active EE

$12,608-100.0%

$20,191-100.0%

$16,539-100.0%

Participant deferral / active EE

$57-100.0%

$30-100.0%

$350-100.0%

Admin fee / account holder

$18,975-100.0%

$1,663-100.0%

$18,975-100.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Filed as: FIDELITY INSTITUTIONAL OPERATIONS

Service code 17 · EIN 04-3304255

Pension Consulting

$545,045

WILLIS TOWERS WATSON US LLC3+ years

Filed as: TOWERS WATSON INVESTMENT SERVICE

Service code 17 · EIN 52-1868818

Pension Consulting

$358,606

MCDERMOTT WILL & EMERY LLP3+ years

Filed as: MCDERMOTT WILL & EMERY

Service code 29 · EIN 36-1453176

Legal

$104,979

ARMANINO LLP1 year

Filed as: ARMANINO, LLP

Service code 10 · EIN 94-6214841

Accounting

$58,428

NORTHERN TRUST COMPANY3+ years

Service code 21 · EIN 36-1561860

Bank Trustee

$57,018

NEPC, LLC1 year

Service code 17 · EIN 26-1429809

Pension Consulting

$49,489

INCOME RESEARCH & MANAGEMENT1 year

Filed as: INCOME RESEARCH + MANAGEMENT

Service code 28 · EIN 26-3761443

Investment Management

$32,913

LEGAL & GENERAL INVESTMENT1 year

Filed as: LEGAL & GENERALY INVESTMENT

Service code 28 · EIN 20-8058531

Investment Management

$17,322

BLACKROCK3+ years

Filed as: BLACKROCK INSTITUTIONAL TRUST CO

Service code 21 · EIN 94-3112180

Bank Trustee

$13,748

DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DR PEPPER SNAPPLE GROUP, INC. PERSONAL PENSION ACCOUNT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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