Retirement plan

DICKINSON WRIGHT PLLC RETIREMENT AND 401K SAVINGS

Name: DICKINSON WRIGHT PLLC - DICKINSON WRIGHT PLLC RETIREMENT AND 401K SAVINGS (2015) Form 5500
Creator: DICKINSON WRIGHT PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DICKINSON WRIGHT PLLC RETIREMENT AND 401K SAVINGS, DICKINSON WRIGHT PLLC

DICKINSON WRIGHT PLLCEIN 38-1364333Plan #003PY 2015

2600 W. BIG BEAVER RD, SUITE 300 - TROY, MI 480843312313-223-3500dickinsonwright.comLinkedIn501-1000 employeeslaw practice

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$154.5M

-9.9% from 2016

Total participants

891

-6.7% from 2016

Average account balance

$183,081

-2.4% from 2016

Annual return

1.25%

-8.20 pp from 2016

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$304.88M

Not enough data

1 years with asset history on file

Average account balance

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

$280K

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.

1,087

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.

97.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+12.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$175

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 4 by compensation

Provider	Service type	Compensation
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPM SECURITIES LLC Service code 19 · EIN 13-3538956	Securities Custodian	$102,478
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 21 · EIN 84-0467907	Bank Trustee	$55,714
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 · EIN 38-1357951	Advisory (Plan)	$45,000
MANER COSTERISAN1+ years Service code 10 · EIN 38-2157642	Accounting	$10,825

Plan features & details

Pension benefit codes2E2G2J3B

Plan features

2E
Profit-sharing
Profit-sharing 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.
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.
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

$112K

$159 / participant

Investment mgmt$112K100.0%

% of EOY assets

0.072%

all-in expense ratio

Categories reported

1 / 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: MANER COSTERISAN, P.C.
Auditor EIN: 382157642
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$183,081

$88,324+107.3%

$115,038+59.1%

$55,191+231.7%

Participation rate

93.3%

72.5%+20.8pp

81.4%+11.9pp

69.2%+24.1pp

Annual return

1.25%

6.30%-5.0pp

26.14%-24.9pp

10.78%-9.5pp

Employer contribution / active EE

$9,696

$2,805+245.7%

$4,608+110.4%

$1,899+410.7%

Participant deferral / active EE

$7,386

$5,042+46.5%

$6,026+22.6%

$3,046+142.4%

Admin fee / account holder

$132

$105+25.4%

$8,175-98.4%

$91+45.6%

Provider

Service type

Compensation

JPMORGAN INVEST HOLDINGS LLC1+ years

Filed as: JPM SECURITIES LLC

Service code 19 · EIN 13-3538956

Securities Custodian

$102,478

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: GREAT-WEST LIFE & ANNUITY INS CO

Service code 21 · EIN 84-0467907

Bank Trustee

$55,714

PLANTE & MORAN, PLLC1+ years

Filed as: PLANTE MORAN FINANCIAL ADVISORS

Service code 27 · EIN 38-1357951

Advisory (Plan)

$45,000

MANER COSTERISAN1+ years

Service code 10 · EIN 38-2157642

Accounting

$10,825

DICKINSON WRIGHT PLLC RETIREMENT AND 401K SAVINGS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DICKINSON WRIGHT PLLC RETIREMENT AND 401K SAVINGS

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