Retirement plan

CAHILL GORDON & REINDEL LLP 401(K) PLAN

Name: CAHILL GORDON & REINDEL LLP - CAHILL GORDON & REINDEL LLP 401(K) PLAN (2020) Form 5500
Creator: CAHILL GORDON & REINDEL LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAHILL GORDON & REINDEL LLP 401(K) PLAN, CAHILL GORDON & REINDEL LLP

CAHILL GORDON & REINDEL LLPEIN 13-5510029Plan #033PY 2020

32 OLD SLIP - NEW YORK CITY, NY 10005212-701-3000cahill.comLinkedIn501-1000 employeeslaw practice

Other plans on this EIN

2 filings

#048Retirement-$86.7M assets #001Retirement-$33.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$134.8M

-7.6% from 2017

Total participants

779

-3.1% from 2017

Average account balance

$184,625

-8.0% from 2017

Annual return

4.31%

-13.77 pp from 2017

Benchmarks

See 2,819 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,819 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$196.73M

Not enough data

1 years with asset history on file

Average account balance

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

$267K

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.

736

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+14.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$84

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
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 PO BOX · PHILADELPHIA, PA 19170	Accounting	$42,154
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$17,149

Plan features & details

Pension benefit codes2F2G2J2R2T3B3D3F2E

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$58K

$139 / participant

Other / not subdivided$58K100.0%

% of EOY assets

0.043%

all-in expense ratio

Categories reported

0 / 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: PRICEWATERHOUSECOOPERS LLP
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$184,625

$100,801+83.2%

$149,751+23.3%

$73,415+151.5%

Participation rate

88.2%

77.7%+10.5pp

82.5%+5.7pp

72.2%+16.0pp

Annual return

4.31%

265.34%-261.0pp

276.71%-272.4pp

59.30%-55.0pp

Employer contribution / active EE

$2,029

$3,312-38.7%

$4,646-56.3%

$2,234-9.2%

Participant deferral / active EE

$14,020

$6,404+118.9%

$6,843+104.9%

$3,806+268.4%

Admin fee / account holder

$79

$181-56.1%

$9,312-99.1%

$158-49.8%

Provider

Service type

Compensation

PRICEWATERHOUSECOOPERS LLP5+ years

Service code 10

PO BOX · PHILADELPHIA, PA 19170

Accounting

$42,154

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$17,149

CAHILL GORDON & REINDEL LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAHILL GORDON & REINDEL LLP 401(K) 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