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Retirement plan

ERNST & YOUNG PARTNERSHIP RETIREMENT PLAN

ERNST & YOUNG U.S. LLPEIN 34-6565596Plan #001PY 2018
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200 PLAZA DRIVE - SECAUCUS, NJ 07094201-872-2200LinkedIn10001+ employeesaccounting
Other plans on this EIN
4 filings
#112Retirement-$7.86B assets#114Retirement-$3.41B assets#113Retirement-$1.98B assets#111Retirement-$1.88B assets
Prospect flagsLow returnsHigh assets / participant

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 10/15/2019
How to read this page

Summary metrics

Total assets (EOY)
$2005.3M
-6.4% from 2016
Total participants
4,643
-2.8% from 2016
Average account balance
$431,902
No prior year
Annual return
-5.85%
-9.99 pp from 2016

Benchmarks

See 688 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants1,000-4,999
Cohort688 peers
Snapshot2018
Participant deferral / active EE
$0
median $6,360
Employer contribution / active EE
$31,320
median $2,151
Participation rate
100.0%
median 88.8%
Avg account balance
$431,902
median $64,982
Admin fee / account holder
$66
median $68
Annual return
-5.85%
median -4.01%
Overall peer rank
71st 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 LLC4+ years
Service code 57 · EIN 04-6987758
Redemption fees; Other investment fee...
$303,039
AQR XN OFFSHORE FUND, LP1 year
Service code 52
Indirect Investment Fees
$214,056
GRANTHAM,MAYO,VAN OTTERLOO & CO LLC4+ years
Service code 52 · EIN 04-2691242
Indirect Investment Fees
$81,376
AQR DELTA XN OFFSHORE FUND, LP2 years
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

2 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalHigh assets / participant

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

Expense breakdown

Schedule H Part II
Admin total
$307K
$108 / participant
  • Investment mgmt$307K100.0%
% of EOY assets
0.015%
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
MCCONNELL & JONES LLP
Auditor EIN
760488832
Audit fees
(not subdivided)
Opinion code
Unqualified