Retirement plan

MAYER BROWN LLP USA SAVINGS PLAN

Name: MAYER BROWN LLP - MAYER BROWN LLP USA SAVINGS PLAN (2022) Form 5500
Creator: MAYER BROWN LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAYER BROWN LLP USA SAVINGS PLAN, MAYER BROWN LLP

MAYER BROWN LLPEIN 36-1447220Plan #004PY 2022

71 SOUTH WACKER DRIVE, BENEFITS DEPARTMENT - CHICAGO, IL 606064637312-782-0600mayerbrown.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

1 filing

#032Retirement-$166.2M assets

Prospect flagsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$973.2M

-15.9% from 2021

Total participants

3,232

+7.7% from 2021

Average account balance

$306,612

-21.9% from 2021

Annual return

-15.06%

-30.95 pp from 2021

Benchmarks

See 900 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort900 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.23B

Not enough data

1 years with asset history on file

Average account balance

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

$373K

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.

3,301

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.

97.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54.56M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+13.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$158

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 10 of 14 by compensation

Provider	Service type	Compensation
RMB CAPITAL MANAGEMENT LLC8+ years Service code 26 · EIN 59-3792751	Advisory (Participants)	$217,541
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780	Advisory (Participants)	$59,273
CAPITAL MGMT SERVICES INC3 years Service code 26 · EIN 43-1410129	Advisory (Participants)	$35,149
FIDUCIENT ADVISORS LLC2 years Service code 26 · EIN 36-4001764	Advisory (Participants)	$19,302
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$19,036
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782	Securities brokerage; Direct payment ...	$18,096
DOUGLAS LANE & ASSOCIATES LLC4 years Service code 26 · EIN 81-0698246	Advisory (Participants)	$17,334
FLEXIBLE PLAN INVESTMENTS LTD5 years Service code 26 · EIN 38-2340348	Advisory (Participants)	$15,599
TANGLEWOOD TOTAL WEALTH4 years Service code 26 · EIN 76-0624770	Advisory (Participants)	$15,459
HOWARD CAPITAL MANAGEMENT INC5 years Service code 26 · EIN 76-0661984	Advisory (Participants)	$13,103

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3B3F

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$446K

$218 / participant

Investment mgmt$427K95.7%
Other / not subdivided$19K4.3%

% of EOY assets

0.046%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CROWE LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$306,612

$95,388+221.4%

$125,339+144.6%

$77,904+293.6%

Participation rate

97.2%

78.6%+18.6pp

82.4%+14.8pp

73.7%+23.5pp

Annual return

-15.06%

116.19%-131.2pp

572.05%-587.1pp

12.21%-27.3pp

Employer contribution / active EE

$9,165

$3,666+150.0%

$4,814+90.4%

$2,848+221.8%

Participant deferral / active EE

$14,534

$7,711+88.5%

$7,446+95.2%

$4,806+202.4%

Admin fee / account holder

$140

$119+18.2%

$10,010-98.6%

$133+6.0%

Provider

Service type

Compensation

RMB CAPITAL MANAGEMENT LLC8+ years

Service code 26 · EIN 59-3792751

Advisory (Participants)

$217,541

CREATIVE PLANNING LLC2 years

Service code 26 · EIN 43-1270780

Advisory (Participants)

$59,273

CAPITAL MGMT SERVICES INC3 years

Service code 26 · EIN 43-1410129

Advisory (Participants)

$35,149

FIDUCIENT ADVISORS LLC2 years

Service code 26 · EIN 36-4001764

Advisory (Participants)

$19,302

CHARLES SCHWAB & CO., INC.2 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$19,036

CHARLES SCHWAB & CO., INC.8+ years

Service code 33 · EIN 94-1737782

Securities brokerage; Direct payment ...

$18,096

DOUGLAS LANE & ASSOCIATES LLC4 years

Service code 26 · EIN 81-0698246

Advisory (Participants)

$17,334

FLEXIBLE PLAN INVESTMENTS LTD5 years

Service code 26 · EIN 38-2340348

Advisory (Participants)

$15,599

TANGLEWOOD TOTAL WEALTH4 years

Service code 26 · EIN 76-0624770

Advisory (Participants)

$15,459

HOWARD CAPITAL MANAGEMENT INC5 years

Service code 26 · EIN 76-0661984

Advisory (Participants)

$13,103

MAYER BROWN LLP USA SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAYER BROWN LLP USA 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