Overview

Plan Rating

BrightScope Rating
86
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (43)
Average in Peer Group (78)
Highest in Peer Group (90)

Plan Description

Employees Savings and Retirement Plan of Credit Suisse is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 86, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Participation Rate, Salary Deferral, and Total Plan Cost. Employees Savings and Retirement Plan of Credit Suisse currently has over 18,600 active participants and over $3.6B in plan assets.

Did you know?

For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (86) and the top rated plan (90) could equate to:
4
Additional years of work
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 11 Madison Avenue, Floor 8
  • Location
    New York , NY
  • 10010
  • Industry
    Investment Banking and Securities Dealing
  • Administrator
    David Depasquale
  • Net Plan Assets
    $3,610,000,000
  • Total Participants
    19,000
  • Avg Account Balance
    $190,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Average Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Great
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

59

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard LifeStrategy Growth 9%
8%
Fidelity Managed Income Portfolio 8%
N/A
Vanguard Institutional Total Stock Market Index 7%
11%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Buck Consultants, Inc.
Recordkeeper
Fidelity
Administration
Aon Hewitt
Recordkeeper
Huber Capital Management LLC
Recordkeeper
Thompson Hine
Recordkeeper
Pension Benefit Information
Auditor
Kpmg, LLP

Articles and Questions