Retirement plan

DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR PARTNERS AND STAFF

Name: DEBEVOISE & PLIMPTON LLP - DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR PARTNERS AND STAFF (2020) Form 5500
Creator: DEBEVOISE & PLIMPTON LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR PARTNERS AND STAFF, DEBEVOISE & PLIMPTON LLP

DEBEVOISE & PLIMPTON LLPEIN 13-5537279Plan #003PY 2020

919 3RD AVENUE - NEW YORK, NY 100223902212-909-6000debevoise.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

4 filings

#002Retirement-$195.7M assets #004Retirement-$146.1M assets #001Retirement-$145.6M assets #005Retirement-$80.6M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$289.5M

-10.4% from 2016

Total participants

973

+0.7% from 2016

Average account balance

$299,706

-11.2% from 2016

Annual return

16.50%

-8.46 pp from 2016

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

$380.75M

Not enough data

1 years with asset history on file

Average account balance

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

$359K

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.

1,060

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.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16.65M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+14.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10

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 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930	Recordkeeping	$9,675

Plan features & details

Pension benefit codes2E2F2G2J2R2T

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$8K

$12 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.003%

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: ERNST & YOUNG, LLP
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$299,706

$100,801+197.3%

$149,751+100.1%

$73,415+308.2%

Participation rate

99.0%

77.7%+21.3pp

82.5%+16.5pp

72.2%+26.8pp

Annual return

16.50%

265.34%-248.8pp

276.71%-260.2pp

59.30%-42.8pp

Employer contribution / active EE

$7,487

$3,312+126.1%

$4,646+61.2%

$2,234+235.2%

Participant deferral / active EE

$9,845

$6,404+53.7%

$6,843+43.9%

$3,806+158.7%

Admin fee / account holder

$181-95.3%

$9,312-99.9%

$158-94.6%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.6+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$9,675

DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR PARTNERS AND STAFF

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR PARTNERS AND STAFF

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