Retirement plan

GENSLER 401(K) SAVINGS PLAN

Name: M. ARTHUR GENSLER JR. & ASSOCIATES, INC. - GENSLER 401(K) SAVINGS PLAN (2015) Form 5500
Creator: M. ARTHUR GENSLER JR. & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GENSLER 401(K) SAVINGS PLAN, M. ARTHUR GENSLER JR. & ASSOCIATES, INC.

M. ARTHUR GENSLER JR. & ASSOCIATES, INC.EIN 94-1663305Plan #003PY 2015

2 HARRISON STREET, SUITE 400 - SAN FRANCISCO, CA 94105415-433-3700gensler.comLinkedIn5001-10000 employeesarchitecture & planning

Prospect flagsLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$208.1M

-14.7% from 2016

Total participants

4,654

-4.5% from 2016

Average account balance

$48,943

-5.4% from 2016

Annual return

2.57%

-7.72 pp from 2016

Benchmarks

See 568 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort568 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$717.22M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

5,837

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.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$80

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
JOHN HANCOCK LIFE INSURANCE COMPANY1+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346	Recordkeeping	$36,312
JP MORGAN INVESTMENT MANAGEMENT INC1+ years Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685	Recordkeeping	$22,879

Plan features & details

Pension benefit codes2E2F2G2J3H2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$36K

$9 / participant

Investment mgmt$7682.1%
Contract admin$35K97.9%

% of EOY assets

0.017%

all-in expense ratio

Categories reported

2 / 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: BURR PILGER MAYER, INC.
Auditor EIN: 263839190
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,943

$86,791-43.6%

$115,038-57.5%

$59,188-17.3%

Participation rate

89.8%

72.8%+16.9pp

81.4%+8.4pp

69.4%+20.3pp

Annual return

2.57%

4.44%-1.9pp

26.14%-23.6pp

5.51%-2.9pp

Employer contribution / active EE

$2,950-99.9%

$4,608-100.0%

$2,098-99.9%

Participant deferral / active EE

$5,819

$5,298+9.8%

$6,026-3.4%

$3,265+78.2%

Admin fee / account holder

$95-91.1%

$8,175-99.9%

$92-90.9%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY1+ years

Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS

Service code 15 · EIN 01-0233346

Recordkeeping

$36,312

JP MORGAN INVESTMENT MANAGEMENT INC1+ years

Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT

Service code 15 · EIN 52-2206685

Recordkeeping

$22,879

GENSLER 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GENSLER 401(K) 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