Retirement plan

WILLKIE FARR & GALLAGHER LLP DEFINED CONTRIBUTION PLAN

Name: WILLKIE FARR & GALLAGHER LLP - WILLKIE FARR & GALLAGHER LLP DEFINED CONTRIBUTION PLAN (2015) Form 5500
Creator: WILLKIE FARR & GALLAGHER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLKIE FARR & GALLAGHER LLP DEFINED CONTRIBUTION PLAN, WILLKIE FARR & GALLAGHER LLP

WILLKIE FARR & GALLAGHER LLPEIN 13-5536844Plan #001PY 2015

787 SEVENTH AVENUE - NEW YORK, NY 100196099212-728-8000willkie.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

2 filings

#069Retirement-$192.6M assets #075Retirement-$97.4M assets

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$157.9M

-9.0% from 2016

Total participants

985

-0.8% from 2016

Average account balance

$213,329

-2.4% from 2016

Annual return

-0.44%

-7.60 pp from 2016

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-98.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 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
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 P.O. BOX 72478001 · PHILADELPHIA, PA 191708001	Accounting	$31,654

Plan features & details

Pension benefit codes2A2E2F2R2T3B3F3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$21K

$28 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.014%

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
Auditor EIN: 135326270
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$213,329

$88,324+141.5%

$115,038+85.4%

$55,191+286.5%

Participation rate

68.4%

72.5%-4.1pp

81.4%-13.0pp

69.2%-0.8pp

Annual return

-0.44%

6.30%-6.7pp

26.14%-26.6pp

10.78%-11.2pp

Employer contribution / active EE

$10,286

$2,805+266.7%

$4,608+123.2%

$1,899+441.7%

Participant deferral / active EE

$5,042-100.0%

$6,026-100.0%

$3,046-100.0%

Admin fee / account holder

$29

$105-72.5%

$8,175-99.6%

$91-68.1%

Provider

Service type

Compensation

PRICEWATERHOUSECOOPERS LLP1+ years

Service code 10

P.O. BOX 72478001 · PHILADELPHIA, PA 191708001

Accounting

$31,654

WILLKIE FARR & GALLAGHER LLP DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLKIE FARR & GALLAGHER LLP DEFINED CONTRIBUTION 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