Retirement plan

SOGETI USA LLC 401(K) PROFIT SHARING PLAN

Name: CAPGEMINI AMERICA INC - SOGETI USA LLC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: CAPGEMINI AMERICA INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOGETI USA LLC 401(K) PROFIT SHARING PLAN, CAPGEMINI AMERICA INC

CAPGEMINI AMERICA INCEIN 22-2575929Plan #001PY 2018

79 FIFTH AVENUE 3RD FLOOR - NEW YORK, NY 10003937-291-8191

Other plans on this EIN

4 filings

#002Retirement-$1.08B assets #006Retirement-$347.5M assets #004Retirement-$159.5M assets #005Retirement-$97.0M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$347.5M

+0.5% from 2016

Total participants

4,002

-1.9% from 2016

Average account balance

$90,015

No prior year

Annual return

-3.88%

-5.55 pp from 2016

Benchmarks

See 688 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort688 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$103.01M

Not enough data

1 years with asset history on file

Average account balance

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

$268K

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.

340

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+4.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$131,095
CLARK, SCHAEFER, HACKETT & CO.1 year Filed as: CLARK SCHAEFER HACKET Service code 10 ONE EAST FOURTH STREET · CINCINNATI, OH 45202	Accounting	$5,825

Plan features & details

Pension benefit codes2E2F2G2J2K2S3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$137K

$63 / participant

Other / not subdivided$137K100.0%

% of EOY assets

0.040%

all-in expense ratio

Categories reported

0 / 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: CLARK SCHAEFER HACKETT
Auditor EIN: 310800053
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,015

$88,874+1.3%

$123,553-27.1%

$75,289+19.6%

Participation rate

93.6%

75.9%+17.7pp

82.3%+11.3pp

72.4%+21.1pp

Annual return

-3.88%

4.22%-8.1pp

119.21%-123.1pp

-0.04%-3.8pp

Employer contribution / active EE

$5,241

$3,256+61.0%

$4,628+13.3%

$2,405+117.9%

Participant deferral / active EE

$7,335

$6,174+18.8%

$6,426+14.2%

$3,739+96.2%

Admin fee / account holder

$36

$95-62.3%

$9,284-99.6%

$102-65.2%

Provider

Service type

Compensation

T ROWE PRICE RPS INC1 year

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$131,095

CLARK, SCHAEFER, HACKETT & CO.1 year

Filed as: CLARK SCHAEFER HACKET

Service code 10

ONE EAST FOURTH STREET · CINCINNATI, OH 45202

Accounting

$5,825

SOGETI USA LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOGETI USA LLC 401(K) PROFIT SHARING PLAN

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