Retirement plan

MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN

Name: MILLER & CHEVALIER, CHARTERED - MILLER & CHEVALIER, CHARTERED CASH OR DEFERRED PROFIT SHARING PLAN (2019) 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 2019

900 16TH STREET, NW - WASHINGTON, DC 200062901202-626-5800millerchevalier.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

2 filings

#002Retirement-$20.7M assets #004Retirement-$11.8M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$116.9M

+18.5% from 2018

Total participants

165

-9.3% from 2018

Average account balance

$708,697

+30.7% from 2018

Annual return

25.86%

+30.02 pp from 2018

Benchmarks

See 25,913 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,913 peers

Snapshot2019

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 1 by compensation

Provider	Service type	Compensation
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 51 · EIN 11-3665754	Investment Mgmt Fees	$18,087

Plan features & details

Pension benefit codes2E2F2G2J2R

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.

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

$113K

$1194 / participant

Investment mgmt$113K100.0%

% of EOY assets

0.097%

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 US, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$708,697

$89,364+693.0%

$141,177+402.0%

$72,983+871.0%

Participation rate

100.0%

75.1%+24.9pp

82.5%+17.5pp

69.5%+30.5pp

Annual return

25.86%

111.86%-86.0pp

71.40%-45.5pp

81.01%-55.1pp

Employer contribution / active EE

$24,821

$3,115+696.9%

$4,736+424.1%

$2,440+917.3%

Participant deferral / active EE

$14,405

$5,419+165.8%

$6,710+114.7%

$3,608+299.3%

Admin fee / account holder

$688

$5,959-88.5%

$10,263-93.3%

$5,124-86.6%

Provider

Service type

Compensation

ASCENSUS LLC4 years

Filed as: ASCENSUS

Service code 51 · EIN 11-3665754

Investment Mgmt Fees

$18,087

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