Retirement plan

MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN

Name: MILLER & CHEVALIER, CHARTERED - MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN (2015) Form 5500
Creator: MILLER & CHEVALIER, CHARTERED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN, MILLER & CHEVALIER, CHARTERED

MILLER & CHEVALIER, CHARTEREDEIN 52-1212890Plan #001PY 2015

900 16TH STREET, NW - WASHINGTON, DC 20006202-626-5800millerchevalier.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

2 filings

#002Retirement-$17.2M assets #004Retirement-$9.1M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$83.4M

No prior year

Total participants

183

No prior year

Average account balance

$460,729

No prior year

Annual return

0.72%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$172.84M

Not enough data

1 years with asset history on file

Average account balance

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

$982K

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.

176

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$46K

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

+17.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$865

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 2 by compensation

Provider	Service type	Compensation
AVENIR CORPORATION1+ years Service code 51 · EIN 54-1146619 1919 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20006	Investment Mgmt Fees	$60,228
JP MORGAN INVESTMENT MANAGEMENT INC1+ years Filed as: ROCHDALE INVESTMENT MANAGEMENT Service code 51 · EIN 13-3360819 1919 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20006	Investment Mgmt Fees	$12,006

Plan features & details

Pension benefit codes2E2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$128K

$1126 / participant

Investment mgmt$128K100.0%

% of EOY assets

0.154%

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: 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

$460,729

$70,002+558.2%

$115,038+300.5%

$52,331+780.4%

Participation rate

98.2%

72.1%+26.1pp

81.4%+16.9pp

68.1%+30.1pp

Annual return

0.72%

4.04%-3.3pp

26.14%-25.4pp

4.54%-3.8pp

Employer contribution / active EE

$21,033

$2,715+674.7%

$4,608+356.5%

$1,882+1017.7%

Participant deferral / active EE

$13,052

$4,920+165.3%

$6,026+116.6%

$3,022+331.9%

Admin fee / account holder

$709

$566+25.2%

$8,175-91.3%

$592+19.8%

Provider

Service type

Compensation

AVENIR CORPORATION1+ years

Service code 51 · EIN 54-1146619

1919 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20006

Investment Mgmt Fees

$60,228

JP MORGAN INVESTMENT MANAGEMENT INC1+ years

Filed as: ROCHDALE INVESTMENT MANAGEMENT

Service code 51 · EIN 13-3360819

1919 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20006

Investment Mgmt Fees

$12,006

MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING 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