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Retirement plan

ERNST & YOUNG PARTNERSHIP RETIREMENT PLAN

ERNST & YOUNG U.S. LLPEIN 34-6565596Plan #001PY 2017
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200 PLAZA DRIVE - SECAUCUS, NJ 07094201-872-2200LinkedIn10001+ employeesaccounting
Other plans on this EIN
4 filings
#112Retirement-$7.90B assets#114Retirement-$3.55B assets#111Retirement-$2.16B assets#113Retirement-$2.06B assets
Prospect flagsHigh assets / participant

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(201) 872-2200
Plan administrator signer
JONATHAN GLAZER
Signed 10/13/2018
How to read this page

Summary metrics

Total assets (EOY)
$2145.2M
-6.4% from 2016
Total participants
4,814
-2.8% from 2016
Average account balance
$445,616
No prior year
Annual return
17.47%
-9.99 pp from 2016

Benchmarks

See 662 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants1,000-4,999
Cohort662 peers
Snapshot2017
Participant deferral / active EE
$0
median $6,227
Employer contribution / active EE
$30,120
median $2,067
Participation rate
100.0%
median 89.0%
Avg account balance
$445,616
median $73,054
Admin fee / account holder
$97
median $57
Annual return
17.47%
median 19.48%
Overall peer rank
70th 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 4 by compensation
ProviderService typeCompensation
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years
Service code 57 · EIN 04-6987758
Redemption fees; Other investment fee...
$307,483
GRANTHAM MAYO VAN OTTERLOO & CO LLC1 year
Service code 52
Indirect Investment Fees
$249,079
GRANTHAM,MAYO,VAN OTTERLOO & CO LLC3+ years
Service code 52 · EIN 04-2691242
Indirect Investment Fees
$159,181
AQR DELTA XN OFFSHORE FUND, LP1 year
Service code 52 · EIN 98-1114964
Indirect Investment Fees
$0

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

1 tripped
  • InformationalHigh assets / participant

    Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II
Admin total
$467K
$156 / participant
  • Other / not subdivided$467K100.0%
% of EOY assets
0.022%
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