Retirement plan

CLIFFORD CHANCE US LLP AMENDED & RESTATED ASSOCIATES TAX-DEFERRED SAVINGS PLAN

Name: CLIFFORD CHANCE US LLP - CLIFFORD CHANCE US LLP AMENDED & RESTATED ASSOCIATES TAX-DEFERRED SAVINGS PLAN (2015) Form 5500
Creator: CLIFFORD CHANCE US LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLIFFORD CHANCE US LLP AMENDED & RESTATED ASSOCIATES TAX-DEFERRED SAVINGS PLAN, CLIFFORD CHANCE US LLP

CLIFFORD CHANCE US LLPEIN 13-5553664Plan #004PY 2015

31 WEST 52ND STREET - NEW YORK, NY 100196118212-878-8446

Other plans on this EIN

6 filings

#003Retirement-$115.2M assets #007Retirement-$32.2M assets #006Retirement-$11.4M assets #005Retirement-$11.3M assets #002Retirement-$4.5M assets #001Retirement-$1.5M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$22.3M

-6.6% from 2016

Total participants

438

-1.8% from 2016

Average account balance

$69,467

-4.3% from 2016

Annual return

-0.08%

-8.09 pp from 2016

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$78.25M

Not enough data

1 years with asset history on file

Average account balance

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

$183K

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.

428

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.

68.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+20.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$64

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
TROUTMAN SANDERS LLP1+ years Service code 49 · EIN 58-0946915	Other Services	$24,716
AMERICAN FUNDS1+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150	Consulting	$4,201
MERRILL LYNCH PIERCE FENNER & SMITH1+ years Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 15 · EIN 13-5674085	Recordkeeping	$370

Plan features & details

Pension benefit codes2E2F2G2J

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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$29K

$135 / participant

Investment mgmt$25K84.4%
Contract admin$5K15.6%

% of EOY assets

0.131%

all-in expense ratio

Categories reported

2 / 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: CROWE HORWATH LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,467

$70,002-0.8%

$115,038-39.6%

$52,331+32.7%

Participation rate

46.1%

72.1%-26.0pp

81.4%-35.3pp

68.1%-22.0pp

Annual return

-0.08%

4.04%-4.1pp

26.14%-26.2pp

4.54%-4.6pp

Employer contribution / active EE

$2,715-100.0%

$4,608-100.0%

$1,882-100.0%

Participant deferral / active EE

$7,527

$4,920+53.0%

$6,026+24.9%

$3,022+149.1%

Admin fee / account holder

$91

$566-83.9%

$8,175-98.9%

$592-84.6%

Provider

Service type

Compensation

TROUTMAN SANDERS LLP1+ years

Service code 49 · EIN 58-0946915

Other Services

$24,716

AMERICAN FUNDS1+ years

Filed as: CAPITAL STRATEGIES INVESTMENT GROUP

Service code 16 · EIN 26-4789150

Consulting

$4,201

MERRILL LYNCH PIERCE FENNER & SMITH1+ years

Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH

Service code 15 · EIN 13-5674085

Recordkeeping

$370

CLIFFORD CHANCE US LLP AMENDED & RESTATED ASSOCIATES TAX-DEFERRED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLIFFORD CHANCE US LLP AMENDED & RESTATED ASSOCIATES TAX-DEFERRED 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