Retirement plan

CROWELL & MORING LLP RETIREMENT PLAN

Name: CROWELL & MORING LLP - CROWELL & MORING LLP RETIREMENT PLAN (2015) Form 5500
Creator: CROWELL & MORING LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CROWELL & MORING LLP RETIREMENT PLAN, CROWELL & MORING LLP

CROWELL & MORING LLPEIN 52-1150358Plan #001PY 2015

1001 PENNSYLVANIA AVENUE, N.W. - WASHINGTON, DC 20004202-624-2500crowell.comLinkedIn1001-5000 employeeslaw practice

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$341.7M

-2.6% from 2016

Total participants

1,580

+1.1% from 2016

Average account balance

$229,296

-1.3% from 2016

Annual return

-1.04%

-6.57 pp from 2016

Benchmarks

See 568 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort568 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$694.86M

Not enough data

1 years with asset history on file

Average account balance

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

$338K

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.

2,054

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.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+15.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$108

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
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$126,544
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143	Advisory (Plan)	$86,625
PRICEWATERHOUSECOOPERS LLP1+ years Service code 27 · EIN 13-4008324	Advisory (Plan)	$45,650
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2R2S

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$139K

$139 / participant

Investment mgmt$139K100.0%

% of EOY assets

0.041%

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: PRICEWATERHOUSECOOPERS LLP
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$229,296

$86,791+164.2%

$115,038+99.3%

$59,188+287.4%

Participation rate

91.0%

72.8%+18.2pp

81.4%+9.7pp

69.4%+21.6pp

Annual return

-1.04%

4.44%-5.5pp

26.14%-27.2pp

5.51%-6.6pp

Employer contribution / active EE

$9,384

$2,950+218.1%

$4,608+103.6%

$2,098+347.3%

Participant deferral / active EE

$9,953

$5,298+87.9%

$6,026+65.2%

$3,265+204.9%

Admin fee / account holder

$93

$95-1.6%

$8,175-98.9%

$92+1.3%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$126,544

CAPFINANCIAL PARTNERS LLC1+ years

Filed as: CAPTRUST FINANCIAL ADVISORS

Service code 27 · EIN 26-0058143

Advisory (Plan)

$86,625

PRICEWATERHOUSECOOPERS LLP1+ years

Service code 27 · EIN 13-4008324

Advisory (Plan)

$45,650

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Filed as: FIDELITY INVESTMENT INSTITUTIONAL

Service code 60

Sub-TA Fees

CROWELL & MORING LLP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CROWELL & MORING LLP 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