Retirement plan

THE INTERPUBLIC GROUP OF COMPANIES, INC. SAVINGS PLAN

Name: THE INTERPUBLIC GROUP OF COMPANIES, INC. - THE INTERPUBLIC GROUP OF COMPANIES, INC. SAVINGS PLAN (2016) Form 5500
Creator: THE INTERPUBLIC GROUP OF COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE INTERPUBLIC GROUP OF COMPANIES, INC. SAVINGS PLAN, THE INTERPUBLIC GROUP OF COMPANIES, INC.

THE INTERPUBLIC GROUP OF COMPANIES, INC.EIN 13-1024020Plan #003PY 2016

909 THIRD AVE - NEW YORK, NY 10022212-704-1200

Other plans on this EIN

2 filings

#001Retirement-$97.3M assets #004Retirement-$3.6M assets

Prospect flagsLow participationCorrective distributions

Top hat statement on fileNQDC

Filed November 10, 2004 (most recent of 2 filings on file)

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.

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Total assets (EOY)

$1966.9M

-9.1% from 2016

Total participants

31,465

-0.2% from 2016

Average account balance

$80,026

-10.1% from 2016

Annual return

10.42%

-10.55 pp from 2016

Benchmarks

See 69 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants>=10,000

Cohort69 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.08B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$122K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

33,543

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

81.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$268.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.21%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$132

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2+ years Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243	Advisory (Participants)	$627,144
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 27 · EIN 95-3692822	Advisory (Plan)	$475,595
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT Service code 19 · EIN 13-3200244	Securities Custodian	$378,327
GREAT-WEST LIFE & ANNUITY INSURANCE2+ years Service code 15 · EIN 84-0467907	Recordkeeping	$327,928
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN SECURITIES LLC Service code 33 · EIN 13-4110995	Shareholder servicing fees; Securitie...	$28,845
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS Service code 49 3071 PEARL ROAD · MEDINA, OH 44256	Other Services	$5,700
MORGAN STANLEY SMITH BARNEY1 year Filed as: J.P.MORGAN SECURITIES LLC Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2K2R2T3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$2.2M

$106 / participant

Investment mgmt$1M67.5%
Other / not subdivided$703K32.5%

% of EOY assets

0.110%

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: PRICEWATERHOUSE COOPERS
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$80,026

$3,611,051-97.8%

$123,894-35.4%

$329,111-75.7%

Participation rate

66.2%

60.7%+5.4pp

81.4%-15.2pp

67.9%-1.7pp

Annual return

10.42%

14.13%-3.7pp

47.52%-37.1pp

16.35%-5.9pp

Employer contribution / active EE

$2,342

$1,947+20.3%

$4,617-49.3%

$2,303+1.7%

Participant deferral / active EE

$5,771

$4,426+30.4%

$5,984-3.6%

$3,682+56.7%

Admin fee / account holder

$88

$9,731-99.1%

$8,357-98.9%

$754-88.3%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2+ years

Filed as: ADVISED ASSETS GROUP, LLC

Service code 26 · EIN 84-1532243

Advisory (Participants)

$627,144

WELLS FARGO BANK, N.A.2+ years

Filed as: WELLS CAPITAL MANAGEMENT

Service code 27 · EIN 95-3692822

Advisory (Plan)

$475,595

JPMORGAN INVEST HOLDINGS LLC2+ years

Filed as: JPMORGAN INVESTMENT MANAGEMENT

Service code 19 · EIN 13-3200244

Securities Custodian

$378,327

GREAT-WEST LIFE & ANNUITY INSURANCE2+ years

Service code 15 · EIN 84-0467907

Recordkeeping

$327,928

JPMORGAN INVEST HOLDINGS LLC2+ years

Filed as: JPMORGAN SECURITIES LLC

Service code 33 · EIN 13-4110995

Shareholder servicing fees; Securitie...

$28,845

QDRO CONSULTANTS COMPANY, LLC2+ years

Filed as: QDRO CONSULTANTS

Service code 49

3071 PEARL ROAD · MEDINA, OH 44256

Other Services

$5,700

MORGAN STANLEY SMITH BARNEY1 year

Filed as: J.P.MORGAN SECURITIES LLC

Service code 59

Shareholder Servicing

THE INTERPUBLIC GROUP OF COMPANIES, INC. SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE INTERPUBLIC GROUP OF COMPANIES, INC. SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion