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Retirement plan

ERNST & YOUNG PARTNERSHIP RETIREMENT PLAN

ERNST & YOUNG U.S. LLPEIN 34-6565596Plan #001PY 2016
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200 PLAZA DRIVE - SECAUCUS, NJ 07094201-872-2200LinkedIn10001+ employeesaccounting
Other plans on this EIN
3 filings
#112Retirement-$6.22B assets#111Retirement-$3.75B assets#113Retirement-$3.12B assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(201) 872-2200
Plan administrator signer
MICHAEL J. SPICCI
Signed 10/11/2017
How to read this page

Summary metrics

Total assets (EOY)
$1843.8M
-6.4% from 2016
Total participants
5,083
-2.8% from 2016
Average account balance
$0
No prior year
Annual return
8.31%
-9.99 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
Participant deferral / active EE
$0
median $5,897
Employer contribution / active EE
$28,355
median $1,948
Participation rate
0.0%
median 88.4%
Avg account balance
$0
median $65,362
Admin fee / account holder
$0
median $49
Annual return
8.31%
median 9.20%
Overall peer rank
63rd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$2.54B
Average account balance
Total assets / participants with a balance (line 6g)
$650K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
3,902
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Contributions (total)
Employer and participant dollars contributed each year
$64.78M
Contributions per participant
Average employer and participant contribution per enrolled participant
$45K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+7.63%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$27
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 3 by compensation
ProviderService typeCompensation
GRANTHAM,MAYO,VAN OTTERLOO & CO LLC2+ years
Service code 52 · EIN 04-2691242
Indirect Investment Fees
$337,935
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years
Service code 57 · EIN 04-6987758
Other investment fees and expenses; R...
$253,516
JPMORGAN CHASE BANK, N.A.1 year
Service code 28 · EIN 13-4994650
Investment Management
$133,608

Top hat statement on fileNQDC

Filed July 19, 1991

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

Plan features & details

Pension benefit codes2E3B3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 3B
    Plan covering self-employed individuals
    Plan covering self-employed individuals.
  • 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

0 tripped
No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II
Admin total
$257K
$81 / participant
  • Other / not subdivided$257K100.0%
% of EOY assets
0.014%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
MCCONNELL & JONES LLP
Auditor EIN
760488832
Audit fees
(not subdivided)
Opinion code
Unqualified