Retirement plan

WILLIAMS & CONNOLLY LLP 401(K) SAVINGS PLAN AND TRUST

Name: WILLIAMS & CONNOLLY LLP - WILLIAMS & CONNOLLY LLP 401(K) SAVINGS PLAN AND TRUST (2018) Form 5500
Creator: WILLIAMS & CONNOLLY LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAMS & CONNOLLY LLP 401(K) SAVINGS PLAN AND TRUST, WILLIAMS & CONNOLLY LLP

WILLIAMS & CONNOLLY LLPEIN 52-0851221Plan #006PY 2018

725 TWELFTH STREET, N.W. - WASHINGTON, DC 200055901202-434-5000wc.comLinkedIn501-1000 employeeslaw practice

Other plans on this EIN

3 filings

#002Retirement-$170.5M assets #003Retirement-$86.8M assets #004Retirement-$42.6M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$52.1M

-13.9% from 2016

Total participants

553

-6.3% from 2016

Average account balance

$146,434

-6.5% from 2016

Annual return

3.17%

-7.36 pp from 2016

Benchmarks

See 2,763 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,763 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$112.56M

Not enough data

1 years with asset history on file

Average account balance

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

$296K

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.

380

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.

15.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.74M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15

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
WMS PARTNERS, LLC1 year Service code 26 · EIN 52-1852466	Advisory (Participants)	$10,529
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782	Float revenue; Securities brokerage; ...	$288
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009	Directed Trustee	$0

Plan features & details

Pension benefit codes2E2F2G2J2R2S2T3B

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.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$9 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.006%

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: BAKER TILLY VIRCHOW KRAUSE, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$146,434

$75,388+94.2%

$123,553+18.5%

$55,727+162.8%

Participation rate

43.2%

75.7%-32.4pp

82.3%-39.1pp

70.9%-27.6pp

Annual return

3.17%

4.48%-1.3pp

119.21%-116.0pp

244.94%-241.8pp

Employer contribution / active EE

$3,063-100.0%

$4,628-100.0%

$2,078-100.0%

Participant deferral / active EE

$11,785

$5,651+108.6%

$6,426+83.4%

$3,356+251.2%

Admin fee / account holder

$120-93.1%

$9,284-99.9%

$115-92.8%

Provider

Service type

Compensation

WMS PARTNERS, LLC1 year

Service code 26 · EIN 52-1852466

Advisory (Participants)

$10,529

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO.,INC.

Service code 33 · EIN 94-1737782

Float revenue; Securities brokerage; ...

$288

CHARLES SCHWAB & CO., INC.2 years

Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL

Service code 59

Shareholder Servicing

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB BANK

Service code 25 · EIN 42-1558009

Directed Trustee

WILLIAMS & CONNOLLY LLP 401(K) SAVINGS PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLIAMS & CONNOLLY LLP 401(K) SAVINGS PLAN AND TRUST

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