Retirement plan

DILWORTH PAXSON LLP 401(K) SAVINGS PLAN FOR NON-EQUITY ATTORNEYS

Name: DILWORTH PAXSON LLP - DILWORTH PAXSON LLP 401(K) SAVINGS PLAN FOR NON-EQUITY ATTORNEYS (2018) Form 5500
Creator: DILWORTH PAXSON LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DILWORTH PAXSON LLP 401(K) SAVINGS PLAN FOR NON-EQUITY ATTORNEYS, DILWORTH PAXSON LLP

DILWORTH PAXSON LLPEIN 23-1398811Plan #004PY 2018

1500 MARKET STREET, SUITE 3500E - PHILADELPHIA, PA 19102215-575-7000dilworthlaw.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

1 filing

#003Retirement-$47.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.7M

+51.4% from 2017

Total participants

+10.8% from 2017

Average account balance

$166,878

+36.6% from 2017

Annual return

61.46%

+34.97 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$37.60M

Not enough data

1 years with asset history on file

Average account balance

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

$388K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$984K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+12.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38418

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 3 by compensation

Provider	Service type	Compensation
TOWER BRIDGE ADVISORS1 year Filed as: TOWERS BRIDGE ADVISORS Service code 33 · EIN 23-3096014 101 W ELM STREET, SUITE 355 · CONSHOHOCKEN, PA 19428	Securities brokerage	$3,045
PROFESSIONAL CAPITAL SERVICES, LLC2 years Service code 63 · EIN 23-3038464 TEN PENN CENTER, 1801 MARKET STREET · PHILADELPHIA, PA 19103	12b-1 Fees	$384
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 33 · EIN 47-0533629 PO BOX 2226 · OMAHA, NE 681032226	Securities brokerage	$0

Plan features & details

Pension benefit codes2E2J2F2G2R3D

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.
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

$1.6M

$36414 / participant

Other / not subdivided$2M100.0%

% of EOY assets

11.443%

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

$166,878

$77,816+114.5%

$123,549+35.1%

$64,181+160.0%

Participation rate

100.0%

74.7%+25.3pp

82.3%+17.7pp

69.6%+30.4pp

Annual return

61.46%

12.49%+49.0pp

119.20%-57.7pp

7.63%+53.8pp

Employer contribution / active EE

$3,014-100.0%

$4,628-100.0%

$2,381-100.0%

Participant deferral / active EE

$15,087

$5,240+187.9%

$6,426+134.8%

$3,470+334.8%

Admin fee / account holder

$19,095

$5,519+246.0%

$9,284+105.7%

$4,887+290.7%

Provider

Service type

Compensation

TOWER BRIDGE ADVISORS1 year

Filed as: TOWERS BRIDGE ADVISORS

Service code 33 · EIN 23-3096014

101 W ELM STREET, SUITE 355 · CONSHOHOCKEN, PA 19428

Securities brokerage

$3,045

PROFESSIONAL CAPITAL SERVICES, LLC2 years

Service code 63 · EIN 23-3038464

TEN PENN CENTER, 1801 MARKET STREET · PHILADELPHIA, PA 19103

12b-1 Fees

$384

TD AMERITRADE, INC.4+ years

Filed as: TD AMERITRADE

Service code 33 · EIN 47-0533629

PO BOX 2226 · OMAHA, NE 681032226

Securities brokerage

DILWORTH PAXSON LLP 401(K) SAVINGS PLAN FOR NON-EQUITY ATTORNEYS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DILWORTH PAXSON LLP 401(K) SAVINGS PLAN FOR NON-EQUITY ATTORNEYS

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