Retirement plan

OMNICOM GROUP RETIREMENT SAVINGS PLAN

Name: OMNICOM GROUP INC. - OMNICOM GROUP RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: OMNICOM GROUP INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OMNICOM GROUP RETIREMENT SAVINGS PLAN, OMNICOM GROUP INC.

OMNICOM GROUP INC.EIN 13-1514814Plan #004PY 2015

437 MADISON AVENUE - NEW YORK, NY 100227001212-415-3605

Prospect flagsLow participationFailed to transmit contributions

Top hat statement on fileNQDC

Filed September 3, 2024 (most recent of 4 filings on file)

Plan administrator

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280 Park Avenue

New York, NY 10017

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Plans declared (1)

Senior Executive Restrictive Covenant and Retention Plan9 emp

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Total assets (EOY)

$2465M

-5.4% from 2016

Total participants

51,963

+3.4% from 2016

Average account balance

$72,541

-2.1% from 2016

Annual return

1.09%

-6.79 pp from 2016

Benchmarks

See 60 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants>=10,000

Cohort60 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.47B

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

35,369

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.

70.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$215.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$54

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 10 of 11 by compensation

Provider	Service type	Compensation
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS & GILBERT Service code 29 · EIN 13-1504385	Legal	$156,819
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-2647786	Investment Management	$108,373
PKF O'CONNOR DAVIES, LLP1+ years Service code 10 · EIN 27-1728945	Accounting	$105,025
MERCER1+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 27 · EIN 13-2834414	Advisory (Plan)	$104,230
THE ANGELL PENSION GROUP, INC.1+ years Service code 15 · EIN 04-2530412	Recordkeeping	$5,000
THE BANK OF NEW YORK MELLON1+ years Filed as: DREYFUS Service code 28 · EIN 13-5673135	Investment Management	$0
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-3799749	Investment Management	$0
NEUBERGER BERMAN1+ years Service code 28 605 THIRD AVENUE, 36TH FLOOR · NEW YORK, NY 10158	Investment Management	$0
PIMCO FUNDS1+ years Service code 28 · EIN 33-0239892	Investment Management	$0
RS FUNDS1+ years Service code 28 · EIN 94-3221209	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2O2T3H

Plan features

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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
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.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$90K

$3 / participant

Investment mgmt$104K115.8%

% of EOY assets

0.004%

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: PKF O'CONNOR DAVIES, LLP
Auditor EIN: 271728945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,541

$65,877+10.1%

$115,038-36.9%

$69,651+4.2%

Participation rate

50.0%

58.1%-8.1pp

81.4%-31.4pp

66.6%-16.6pp

Annual return

1.09%

6.03%-4.9pp

26.14%-25.0pp

53.77%-52.7pp

Employer contribution / active EE

$1,193

$1,712-30.3%

$4,608-74.1%

$2,241-46.7%

Participant deferral / active EE

$3,577

$4,216-15.1%

$6,026-40.6%

$3,635-1.6%

Admin fee / account holder

$77-96.6%

$8,175-100.0%

$63-95.8%

Provider

Service type

Compensation

DAVIS WRIGHT TREMAINE1+ years

Filed as: DAVIS & GILBERT

Service code 29 · EIN 13-1504385

Legal

$156,819

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Filed as: FIDELITY INVESTMENTS

Service code 28 · EIN 04-2647786

Investment Management

$108,373

PKF O'CONNOR DAVIES, LLP1+ years

Service code 10 · EIN 27-1728945

Accounting

$105,025

MERCER1+ years

Filed as: MERCER HUMAN RESOURCES CONSULTING

Service code 27 · EIN 13-2834414

Advisory (Plan)

$104,230

THE ANGELL PENSION GROUP, INC.1+ years

Service code 15 · EIN 04-2530412

Recordkeeping

$5,000

THE BANK OF NEW YORK MELLON1+ years

Filed as: DREYFUS

Service code 28 · EIN 13-5673135

Investment Management

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: MORGAN STANLEY

Service code 28 · EIN 13-3799749

Investment Management

NEUBERGER BERMAN1+ years

Service code 28

605 THIRD AVENUE, 36TH FLOOR · NEW YORK, NY 10158

Investment Management

PIMCO FUNDS1+ years

Service code 28 · EIN 33-0239892

Investment Management

RS FUNDS1+ years

Service code 28 · EIN 94-3221209

Investment Management

OMNICOM GROUP RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OMNICOM GROUP RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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