Retirement plan

CROWELL & MORING LLP RETIREMENT PLAN

Name: CROWELL & MORING LLP - CROWELL & MORING LLP RETIREMENT PLAN (2018) 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 2018

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$396M

-2.6% from 2016

Total participants

1,679

+1.1% from 2016

Average account balance

$242,651

-1.3% from 2016

Annual return

-4.43%

-6.57 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

$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 3 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 20-0058143	Advisory (Plan)	$92,500
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	$43,620
PRICEWATERHOUSECOOPERS LLP4+ years Service code 27 · EIN 13-4008324	Advisory (Plan)	$7,600

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$144K

$144 / participant

Investment mgmt$93K64.4%
Other / not subdivided$51K35.6%

% of EOY assets

0.036%

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

$242,651

$75,388+221.9%

$123,553+96.4%

$55,727+335.4%

Participation rate

95.3%

75.7%+19.6pp

82.3%+13.0pp

70.9%+24.4pp

Annual return

-4.43%

4.48%-8.9pp

119.21%-123.6pp

244.94%-249.4pp

Employer contribution / active EE

$10,104

$3,063+229.8%

$4,628+118.3%

$2,078+386.2%

Participant deferral / active EE

$11,402

$5,651+101.8%

$6,426+77.4%

$3,356+239.8%

Admin fee / account holder

$88

$120-26.5%

$9,284-99.1%

$115-23.5%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC4+ years

Filed as: CAPTRUST FINANCIAL ADVISORS

Service code 27 · EIN 20-0058143

Advisory (Plan)

$92,500

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

$43,620

PRICEWATERHOUSECOOPERS LLP4+ years

Service code 27 · EIN 13-4008324

Advisory (Plan)

$7,600

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