Retirement plan

WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP 401(K) SAVINGS PLAN

Name: WILSON ELSER MOSKOWITZ EDELMAN & DICKER LLP - WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP 401(K) SAVINGS PLAN (2019) Form 5500
Creator: WILSON ELSER MOSKOWITZ EDELMAN & DICKER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP 401(K) SAVINGS PLAN, WILSON ELSER MOSKOWITZ EDELMAN & DICKER LLP

WILSON ELSER MOSKOWITZ EDELMAN & DICKER LLPEIN 13-2679447Plan #100PY 2019

150 EAST 42ND STREET - NEW YORK, NY 100175639212-915-5530

Other plans on this EIN

2 filings

#102Retirement-$54.8M assets #001Retirement-$11.2M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$199.8M

-4.7% from 2016

Total participants

1,909

-1.1% from 2016

Average account balance

$133,315

-2.2% from 2016

Annual return

25.30%

-8.23 pp from 2016

Benchmarks

See 733 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort733 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$307.23M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

2,274

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.

79.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$98

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 3 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384	Other Services	$288,007
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290	Contract Administrator	$28,977
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2G2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
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

$29K

$19 / participant

Contract admin$29K100.0%

% 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: BERDON LLP
Auditor EIN: 130485070
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$133,315

$101,523+31.3%

$141,200-5.6%

$77,775+71.4%

Participation rate

72.7%

77.4%-4.6pp

82.5%-9.8pp

73.2%-0.5pp

Annual return

25.30%

56.22%-30.9pp

71.41%-46.1pp

32.58%-7.3pp

Employer contribution / active EE

$1,150

$3,341-65.6%

$4,736-75.7%

$2,504-54.1%

Participant deferral / active EE

$6,832

$6,434+6.2%

$6,710+1.8%

$3,966+72.3%

Admin fee / account holder

$19

$92-78.9%

$10,265-99.8%

$100-80.7%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY5+ years

Filed as: MORGAN STANLEY DW INC

Service code 49 · EIN 94-1671384

Other Services

$288,007

PRINCIPAL LIFE INSURANCE COMPANY5+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$28,977

WILSHIRE ASSOCIATES INCORPORATED5+ years

Service code 27 · EIN 95-2755361

Advisory (Plan)

WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP 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