Retirement plan

DECHERT LLP PENSION PLAN NO. 2 FOR PARTNERS

Name: DECHERT LLP - DECHERT LLP PENSION PLAN NO. 2 FOR PARTNERS (2015) Form 5500
Creator: DECHERT LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DECHERT LLP PENSION PLAN NO. 2 FOR PARTNERS, DECHERT LLP

DECHERT LLPEIN 23-1425587Plan #007PY 2015

2929 ARCH STREET - PHILADELPHIA, PA 191042857215-994-4000dechert.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

5 filings

#003Retirement-$210.1M assets #002Retirement-$94.0M assets #001Retirement-$42.1M assets #008Retirement-$8.9M assets #009Retirement-$8.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$32.3M

No prior year

Total participants

284

No prior year

Average account balance

$117,633

No prior year

Annual return

0.05%

No prior year

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

$75.56M

Not enough data

1 years with asset history on file

Average account balance

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

$244K

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.

310

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2C2G2T3B

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$21 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.015%

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: TORRILLO & ASSOCIATES, LLC
Auditor EIN: 830414789
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$117,633

$70,002+68.0%

$115,038+2.3%

$52,331+124.8%

Participation rate

96.1%

72.1%+24.0pp

81.4%+14.7pp

68.1%+28.0pp

Annual return

0.05%

4.04%-4.0pp

26.14%-26.1pp

4.54%-4.5pp

Employer contribution / active EE

$14,979

$2,715+451.7%

$4,608+225.1%

$1,882+696.0%

Participant deferral / active EE

$4,920-100.0%

$6,026-100.0%

$3,022-100.0%

Admin fee / account holder

$17

$566-96.9%

$8,175-99.8%

$592-97.1%

DECHERT LLP PENSION PLAN NO. 2 FOR PARTNERS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DECHERT LLP PENSION PLAN NO. 2 FOR PARTNERS

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