Retirement plan

JONES LANG LASALLE INCORPORATED SAVINGS AND RETIREMENT PLAN

Name: JONES LANG LASALLE AMERICAS, INC. - JONES LANG LASALLE INCORPORATED SAVINGS AND RETIREMENT PLAN (2016) Form 5500
Creator: JONES LANG LASALLE AMERICAS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JONES LANG LASALLE INCORPORATED SAVINGS AND RETIREMENT PLAN, JONES LANG LASALLE AMERICAS, INC.

JONES LANG LASALLE AMERICAS, INC.EIN 36-4160760Plan #001PY 2016

200 EAST RANDOLPH STREET - CHICAGO, IL 606016436312-228-2260LinkedIn1-10 employeesreal estate

Prospect flagsLow participationFailed to provide benefitCorrective distributions

How to read this page

Total assets (EOY)

$1319.6M

-15.6% from 2016

Total participants

25,966

-11.2% from 2016

Average account balance

$71,071

-1.9% from 2016

Annual return

12.92%

-9.51 pp from 2016

Benchmarks

See 979 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants>=10,000

Cohort979 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.87B

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

35,559

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.

67.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$350.15M

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

+18.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$87

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 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 15 · EIN 04-2647786	Recordkeeping	$688,751
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$382,692
WILLIS TOWERS WATSON US LLC1 year Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 10 · EIN 52-1868818	Accounting	$82,575

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T

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.
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.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$51 / participant

Investment mgmt$383K33.6%
Other / not subdivided$756K66.4%

% of EOY assets

0.086%

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: MCCONNELL & JONES, LLP
Auditor EIN: 760488832
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,071

$329,111-78.4%

$171,082-58.5%

$329,111-78.4%

Participation rate

66.9%

67.9%-1.0pp

76.7%-9.8pp

67.9%-1.0pp

Annual return

12.92%

16.35%-3.4pp

32.56%-19.6pp

16.35%-3.4pp

Employer contribution / active EE

$1,971

$2,303-14.4%

$4,002-50.7%

$2,303-14.4%

Participant deferral / active EE

$4,824

$3,682+31.0%

$4,797+0.6%

$3,682+31.0%

Admin fee / account holder

$61

$754-91.9%

$8,520-99.3%

$754-91.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 15 · EIN 04-2647786

Recordkeeping

$688,751

STRATEGIC ADVISORS, INC.2+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$382,692

WILLIS TOWERS WATSON US LLC1 year

Filed as: TOWERS WATSON INVESTMENT SERVICES

Service code 10 · EIN 52-1868818

Accounting

$82,575

JONES LANG LASALLE INCORPORATED SAVINGS AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JONES LANG LASALLE INCORPORATED SAVINGS AND RETIREMENT 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