Retirement plan

SOGETI USA 401(K) PROFIT SHARING PLAN

Name: CAPGEMINI AMERICA INC - SOGETI USA 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: CAPGEMINI AMERICA INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOGETI USA 401(K) PROFIT SHARING PLAN, CAPGEMINI AMERICA INC

CAPGEMINI AMERICA INCEIN 22-2575929Plan #006PY 2019

79 FIFTH AVENUE, 3RD FLOOR - NEW YORK, NY 10003937-291-8100

Other plans on this EIN

4 filings

#005Retirement-$1.50B assets #004Retirement-$224.4M assets #001Retirement-$127.1M assets #002Retirement--

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$436.7M

-20.4% from 2019

Total participants

4,099

-2.4% from 2019

Average account balance

$109,923

-18.1% from 2019

Annual return

25.65%

-29.53 pp from 2019

Benchmarks

See 733 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort733 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$617.49M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

3,838

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.

91.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33.21M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+17.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$473,647
CLARK, SCHAEFER, HACKETT & CO.2+ years Filed as: CLARK SCHAEFER HACKET Service code 10 ONE EAST FOURTH STREET · CINCINNATI, OH 45202	Accounting	$15,075

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

$509K

$232 / participant

Other / not subdivided$509K100.0%

% of EOY assets

0.117%

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

$109,923

$101,523+8.3%

$141,200-22.2%

$77,775+41.3%

Participation rate

94.3%

77.4%+16.9pp

82.5%+11.8pp

73.2%+21.1pp

Annual return

25.65%

56.22%-30.6pp

71.41%-45.8pp

32.58%-6.9pp

Employer contribution / active EE

$6,674

$3,341+99.8%

$4,736+40.9%

$2,504+166.5%

Participant deferral / active EE

$7,621

$6,434+18.5%

$6,710+13.6%

$3,966+92.2%

Admin fee / account holder

$128

$92+40.0%

$10,265-98.8%

$100+28.1%

Provider

Service type

Compensation

T ROWE PRICE RPS INC2+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$473,647

CLARK, SCHAEFER, HACKETT & CO.2+ years

Filed as: CLARK SCHAEFER HACKET

Service code 10

ONE EAST FOURTH STREET · CINCINNATI, OH 45202

Accounting

$15,075

SOGETI USA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOGETI USA 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