Retirement plan

DIAGEO USVI SAVINGS PLAN

Name: DIAGEO USVI - DIAGEO USVI SAVINGS PLAN (2019) 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 2019

3 WORLD TRADE CENTER, 175 GREENWICH STREET - NEW YORK, NY 10007203-229-2100

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.8M

+29.5% from 2018

Total participants

+2.1% from 2018

Average account balance

$62,276

+26.7% from 2018

Annual return

20.71%

+24.27 pp from 2018

Benchmarks

See 2,444 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,444 peers

Snapshot2019

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

$466K

$5487 / participant

Other / not subdivided$466K100.0%

% of EOY assets

8.053%

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

$62,276

$58,391+6.7%

$76,667-18.8%

$72,976-14.7%

Participation rate

96.5%

67.4%+29.1pp

72.1%+24.4pp

69.5%+27.0pp

Annual return

20.71%

2306.65%-2285.9pp

1166.74%-1146.0pp

81.02%-60.3pp

Employer contribution / active EE

$4,700

$1,787+163.1%

$2,303+104.1%

$2,440+92.6%

Participant deferral / active EE

$5,345

$2,690+98.7%

$3,336+60.2%

$3,608+48.1%

Admin fee / account holder

$5,015

$4,014+24.9%

$6,423-21.9%

$5,124-2.1%

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