PlanOptica
Retirement plan

ERNST & YOUNG PARTNERSHIP RETIREMENT PLAN

ERNST & YOUNG U.S. LLPEIN 34-6565596Plan #001PY 2020
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200 PLAZA DRIVE - SECAUCUS, NJ 07094201-872-2200LinkedIn10001+ employeesaccounting
Other plans on this EIN
4 filings
#112Retirement-$12.82B assets#114Retirement-$5.06B assets#113Retirement-$3.04B assets#111Retirement-$2.41B 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
MICHAEL J. SPICCI
Signed 10/28/2022
How to read this page

Summary metrics

Total assets (EOY)
$2674.9M
-6.4% from 2016
Total participants
4,361
-2.8% from 2016
Average account balance
$613,375
No prior year
Annual return
16.11%
-9.99 pp from 2016

Benchmarks

See 755 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants1,000-4,999
Cohort755 peers
Snapshot2020
Participant deferral / active EE
$0
median $7,271
Employer contribution / active EE
$35,508
median $2,288
Participation rate
100.0%
median 91.6%
Avg account balance
$613,375
median $76,084
Admin fee / account holder
$84
median $84
Annual return
16.11%
median 18.37%
Overall peer rank
74th 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 2 by compensation
ProviderService typeCompensation
CAUSEWAY CAPITAL MANAGEMENT LLC6+ years
Service code 57 · EIN 04-6987758
Other investment fees and expenses; R...
$221,804
MONDRIAN INVESTMENT GROUP(US)INC.1 year
Service code 72
1105 N. MARKET STREET · WILMINGTON, DE 19801
Other investment fees and expenses
$146,246

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 codes2E3B3J3H
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)).
  • 3J
    U.S.-based Puerto Rico dual-qualified plan
    U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.

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
$368K
$157 / participant
  • Investment mgmt$368K100.0%
% of EOY assets
0.014%
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
BDO USA, LLP
Auditor EIN
135381590
Audit fees
(not subdivided)
Opinion code
Unqualified