Retirement plan

BCLP LLP US RETIREMENT PLAN

Name: BRYAN CAVE LEIGHTON PAISNER US LLP - BCLP LLP US RETIREMENT PLAN (2018) Form 5500
Creator: BRYAN CAVE LEIGHTON PAISNER US LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BCLP LLP US RETIREMENT PLAN, BRYAN CAVE LEIGHTON PAISNER US LLP

BRYAN CAVE LEIGHTON PAISNER US LLPEIN 43-0602162Plan #002PY 2018

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$883.7M

-7.5% from 2016

Total participants

2,587

+0.3% from 2016

Average account balance

$344,674

-7.3% from 2016

Annual return

-4.85%

-8.47 pp from 2016

Benchmarks

See 688 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort688 peers

Snapshot2018

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.4+ years Service code 15 · EIN 23-1945930	Recordkeeping	$197,324

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$197K

$127 / participant

Other / not subdivided$197K100.0%

% of EOY assets

0.022%

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

$344,674

$88,874+287.8%

$123,553+179.0%

$75,289+357.8%

Participation rate

98.5%

75.9%+22.7pp

82.3%+16.2pp

72.4%+26.1pp

Annual return

-4.85%

4.22%-9.1pp

119.21%-124.1pp

-0.04%-4.8pp

Employer contribution / active EE

$11,898

$3,256+265.4%

$4,628+157.1%

$2,405+394.7%

Participant deferral / active EE

$10,272

$6,174+66.4%

$6,426+59.9%

$3,739+174.8%

Admin fee / account holder

$77

$95-18.7%

$9,284-99.2%

$102-24.9%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.4+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$197,324

BCLP LLP US RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BCLP LLP US RETIREMENT 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