Retirement plan
KIRKLAND & ELLIS LLP 2011 RETIREMENT PLAN
KIRKLAND & ELLIS LLPdba C/O LISA RADEREIN 36-1326630Plan #006PY 2020
300 NORTH LASALLE STREET - CHICAGO, IL 606543406312-862-2000kirkland.comLinkedIn5001-10000 employeeslaw practice
Other plans on this EIN
1 filingProspect flagsLow participation
Filing contacts
From the Form 5500, federal recordPlan administrator signer
TODD MAYNES
Signed 08/30/2021
Plan administrator entity
BENEFITS COMMITTEE OF KIRKLAND & ELLIS LLP
EIN 361326630
Summary metrics
Total assets (EOY)
$464.2M
-23.2% from 2016
Total participants
461
+1.2% from 2016
Average account balance
$0
No prior year
Annual return
16.84%
-13.12 pp from 2016
Benchmarks
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined benefit
Participants250-999
Cohort83 peers
Snapshot2020
0
Participant deferral / active EE
$0
median $1,274
76
Employer contribution / active EE
$78,576
median $29,470
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $1,168,160
0
Admin fee / account holder
$0
median $13,084
84
Annual return
16.84%
median 11.02%
Overall peer rank
53of 100
53rd 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
| Provider | Service type | Compensation |
|---|---|---|
PARTNERSHIP STRATEGIES, LLC6+ years Service code 17 · EIN 26-1346279 | Pension Consulting | $250,000 |
VANGUARD FIDUCIARY TRUST COMPANY6+ years Service code 21 · EIN 23-2186884 | Bank Trustee | $48,161 |
Enrolled actuary
1 attachment
SB
JOSEPH W. LITKA
OCTOBER THREE CONSULTING LLC
Enrollment #2006718
233 S. WACKER DRIVE
SUITE 8350
CHICAGO, IL 60606
(312) 878-2440
Signed 2021-08-27
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.
Plan features & details
Pension benefit codes1C3B
Plan features
- 1CCash balance or similar planA 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).
- 3BPlan covering self-employed individualsPlan covering self-employed individuals.
Opportunity flags
1 tripped
- OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Expense breakdown
Schedule H Part II
Admin total
$298K
$676 / participant
- Contract admin$48K16.2%
- Other / not subdivided$250K83.8%
% of EOY assets
0.064%
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