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Retirement plan

KIRKLAND & ELLIS LLP 2011 RETIREMENT PLAN

KIRKLAND & ELLIS LLPdba C/O LISA RADEREIN 36-1326630Plan #006PY 2017
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300 NORTH LASALLE STREET - CHICAGO, IL 606543406312-862-2000kirkland.comLinkedIn5001-10000 employeeslaw practice
Other plans on this EIN
1 filing
#003Retirement-$1.29B assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(312) 862-2000
Plan administrator signer
TODD MAYNES
Signed 08/14/2018
Plan administrator entity
BENEFITS COMMITTEE OF KIRKLAND & ELLIS LLP
EIN 361326630
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Summary metrics

Total assets (EOY)
$262.4M
-23.2% from 2016
Total participants
338
+1.2% from 2016
Average account balance
$0
No prior year
Annual return
12.02%
-13.12 pp from 2016

Benchmarks

See 99 peers
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined benefit
Participants250-999
Cohort99 peers
Snapshot2017
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$128,725
median $17,645
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $170,924
Admin fee / account holder
$0
median $1,335
Annual return
12.02%
median 12.61%
Overall peer rank
67th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$787.84M
Average account balance
Total assets / participants with a balance (line 6g)
$1.0M
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
58
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$107.27M
Contributions per participant
Average employer and participant contribution per enrolled participant
$148K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+9.21%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
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
PARTNERSHIP STRATEGIES, LLC3+ years
Service code 17 · EIN 26-1346279
Pension Consulting
$250,000
VANGUARD FIDUCIARY TRUST COMPANY3+ years
Service code 21 · EIN 23-2186884
Bank Trustee
$33,278

Enrolled actuary

1 attachment
SB

JOSEPH W. LITKA

OCTOBER THREE CONSULTING LLC
Enrollment #1706718
233 S. WACKER DRIVE
SUITE 8350
CHICAGO, IL 60606
(312) 878-2440

Top hat statement on fileNQDC

Filed August 19, 1992

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 codes1C3B
Plan features
  • 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).
  • 3B
    Plan covering self-employed individuals
    Plan covering self-employed individuals.

Opportunity flags

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

Expense breakdown

Schedule H Part II
Admin total
$283K
$861 / participant
  • Contract admin$33K11.7%
  • Other / not subdivided$250K88.3%
% of EOY assets
0.108%
all-in expense ratio
Categories reported
1 / 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
PRICEWATERHOUSECOOPERS LLP
Auditor EIN
134008324
Audit fees
(not subdivided)
Opinion code
Disclaimer