Retirement plan

FRESHFIELDS BRUCKHAUS DERINGER US LLP HR-10 PROFIT SHARING PLAN

Name: FRESHFIELDS BRUCKHAUS DERINGER - FRESHFIELDS BRUCKHAUS DERINGER US LLP HR-10 PROFIT SHARING PLAN (2017) Form 5500
Creator: FRESHFIELDS BRUCKHAUS DERINGER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRESHFIELDS BRUCKHAUS DERINGER US LLP HR-10 PROFIT SHARING PLAN, FRESHFIELDS BRUCKHAUS DERINGER

FRESHFIELDS BRUCKHAUS DERINGEREIN 13-4035119Plan #002PY 2017

601 LEXINGTON AVENUE, 31ST FLOOR - NEW YORK, NY 10022646-668-5101

Other plans on this EIN

1 filing

#001Retirement-$43.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.5M

+23.6% from 2016

Total participants

-1.1% from 2016

Average account balance

$111,600

+14.4% from 2016

Annual return

17.21%

+9.17 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$27.53M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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.

156

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.33M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+16.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$96

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

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 codes2E2F2G2T3B3D

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

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

$121K

$2469 / participant

Other / not subdivided$121K100.0%

% of EOY assets

1.153%

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

$111,600

$85,766+30.1%

$136,298-18.1%

$70,126+59.1%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

17.21%

31.46%-14.2pp

5156.27%-5139.1pp

73.15%-55.9pp

Employer contribution / active EE

$13,489

$2,966+354.8%

$4,696+187.3%

$2,343+475.8%

Participant deferral / active EE

$5,051-100.0%

$6,247-100.0%

$3,332-100.0%

Admin fee / account holder

$1,287

$5,421-76.3%

$9,244-86.1%

$4,645-72.3%

FRESHFIELDS BRUCKHAUS DERINGER US LLP HR-10 PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRESHFIELDS BRUCKHAUS DERINGER US LLP HR-10 PROFIT SHARING 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