Retirement plan

DIAGEO USVI SAVINGS PLAN

Name: DIAGEO USVI - DIAGEO USVI SAVINGS PLAN (2017) Form 5500
Creator: DIAGEO USVI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIAGEO USVI SAVINGS PLAN, DIAGEO USVI

DIAGEO USVIEIN 66-0714219Plan #001PY 2017

2179 KING CROSS STREET - CHRISTIANSTED ST.CROIX, VI 00820203-229-2100

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.5M

+27.3% from 2016

Total participants

+5.6% from 2016

Average account balance

$60,896

+21.7% from 2016

Annual return

15.07%

+4.62 pp from 2016

Benchmarks

See 2,342 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,342 peers

Snapshot2017

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

$229K

$2539 / participant

Other / not subdivided$229K100.0%

% of EOY assets

4.124%

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

$60,896

$56,544+7.7%

$75,501-19.3%

$70,126-13.2%

Participation rate

95.6%

68.1%+27.4pp

72.4%+23.2pp

69.5%+26.0pp

Annual return

15.07%

23.59%-8.5pp

27.35%-12.3pp

73.15%-58.1pp

Employer contribution / active EE

$4,359

$1,817+140.0%

$2,352+85.4%

$2,343+86.1%

Participant deferral / active EE

$4,091

$2,580+58.6%

$3,142+30.2%

$3,332+22.8%

Admin fee / account holder

$2,511

$3,827-34.4%

$5,801-56.7%

$4,645-45.9%

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