Retirement plan

GENSLER 401(K) SAVINGS PLAN

Name: GENSLER - GENSLER 401(K) SAVINGS PLAN (2017) Form 5500
Creator: GENSLER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GENSLER 401(K) SAVINGS PLAN, GENSLER

GENSLEREIN 94-1663305Plan #003PY 2017

45 FREMONT ST., SUITE 1500 - SAN FRANCISCO, CA 94105415-433-3700gensler.comLinkedIn5001-10000 employeesarchitecture & planning

Other plans on this EIN

2 filings

#002Retirement-$295.4M assets #001Retirement-$242.1M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$317.1M

-14.7% from 2016

Total participants

5,258

-4.5% from 2016

Average account balance

$63,800

-5.4% from 2016

Annual return

24.50%

-7.72 pp from 2016

Benchmarks

See 662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort662 peers

Snapshot2017

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 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY3+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346	Recordkeeping	$82,225

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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$48K

$11 / participant

Contract admin$48K100.0%

% of EOY assets

0.015%

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: BPM LLP
Auditor EIN: 814234542
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$63,800

$96,458-33.9%

$136,298-53.2%

$77,958-18.2%

Participation rate

93.3%

75.4%+17.9pp

81.9%+11.4pp

71.6%+21.6pp

Annual return

24.50%

23.78%+0.7pp

5156.27%-5131.8pp

20.87%+3.6pp

Employer contribution / active EE

$3,144-100.0%

$4,696-100.0%

$2,310-100.0%

Participant deferral / active EE

$6,981

$5,902+18.3%

$6,247+11.7%

$3,537+97.4%

Admin fee / account holder

$10

$80-87.9%

$9,244-99.9%

$97-90.0%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY3+ years

Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS

Service code 15 · EIN 01-0233346

Recordkeeping

$82,225

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