Retirement plan

BRYAN CAVE LLP CASH OR DEFERRED PLAN

Name: BRYAN CAVE LLP - BRYAN CAVE LLP CASH OR DEFERRED PLAN (2016) Form 5500
Creator: BRYAN CAVE LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRYAN CAVE LLP CASH OR DEFERRED PLAN, BRYAN CAVE LLP

BRYAN CAVE LLPEIN 43-0602162Plan #002PY 2016

211 NORTH BROADWAY SUITE 3600 - SAINT LOUIS, MO 631022733314-259-2000

Other plans on this EIN

2 filings

#034Retirement-$342.2M assets #033Retirement-$128.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$365.1M

-7.5% from 2016

Total participants

2,501

+0.3% from 2016

Average account balance

$150,379

-7.3% from 2016

Annual return

9.01%

-8.47 pp from 2016

Benchmarks

See 664 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort664 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26B

Not enough data

1 years with asset history on file

Average account balance

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

$541K

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.

2,330

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.

97.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33.81M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+13.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$55

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 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930	Recordkeeping	$117,603

Plan features & details

Pension benefit codes2E2F2G2J2R2T3B

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.
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

$117K

$69 / participant

Other / not subdivided$117K100.0%

% of EOY assets

0.032%

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: RUBIN BROWN LLP
Auditor EIN: 430765316
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$150,379

$85,635+75.6%

$123,894+21.4%

$63,975+135.1%

Participation rate

95.7%

74.9%+20.8pp

81.4%+14.3pp

71.1%+24.6pp

Annual return

9.01%

15.74%-6.7pp

47.52%-38.5pp

48.65%-39.6pp

Employer contribution / active EE

$3,076-100.0%

$4,617-100.0%

$2,182-100.0%

Participant deferral / active EE

$9,200

$5,667+62.3%

$5,984+53.7%

$3,356+174.1%

Admin fee / account holder

$48

$75-35.5%

$8,357-99.4%

$70-31.4%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$117,603

BRYAN CAVE LLP CASH OR DEFERRED PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRYAN CAVE LLP CASH OR DEFERRED 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