Retirement plan

DIAGEO USVI SAVINGS PLAN

Name: DIAGEO NORTH AMERICA, INC. - DIAGEO USVI SAVINGS PLAN (2015) Form 5500
Creator: DIAGEO NORTH AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIAGEO USVI SAVINGS PLAN, DIAGEO NORTH AMERICA, INC.

DIAGEO NORTH AMERICA, INC.EIN 66-0714219Plan #001PY 2015

801 MAIN AVENUE - NORWALK, CT 06851203-229-2100

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.3M

No prior year

Total participants

111

No prior year

Average account balance

$31,699

No prior year

Annual return

-0.71%

No prior year

Benchmarks

See 2,073 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,073 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.23M

Not enough data

1 years with asset history on file

Average account balance

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

$145K

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.

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.

104.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+18.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1526

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$388K

$4560 / participant

Other / not subdivided$388K100.0%

% of EOY assets

11.644%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,699

$48,274-34.3%

$63,244-49.9%

$59,633-46.8%

Participation rate

92.9%

66.3%+26.6pp

71.0%+21.9pp

68.7%+24.3pp

Annual return

-0.71%

-240.79%+240.1pp

-70.31%+69.6pp

2041.45%-2042.2pp

Employer contribution / active EE

$4,980

$1,586+213.9%

$2,322+114.5%

$2,203+126.1%

Participant deferral / active EE

$3,347

$2,343+42.9%

$2,953+13.3%

$3,192+4.9%

Admin fee / account holder

$3,691

$3,600+2.5%

$5,893-37.4%

$4,297-14.1%

DIAGEO USVI SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIAGEO USVI SAVINGS 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