Retirement plan

EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN A

Name: EVERSHEDS SUTHERLAND (US) LLP - EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN A (2024) Form 5500
Creator: EVERSHEDS SUTHERLAND (US) LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN A, EVERSHEDS SUTHERLAND (US) LLP

EVERSHEDS SUTHERLAND (US) LLPEIN 58-0619407Plan #001PY 2024

700 SIXTH STREET NW, SUITE 700 - WASHINGTON, DC 20001202-383-0100

Other plans on this EIN

3 filings

#005Retirement-$70.2M assets #007Retirement-$12.2M assets #008Retirement-$12.2M assets

Prospect flagsLow returnsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$437.6M

+9.1% from 2023

Total participants

1,169

-2.3% from 2023

Average account balance

$374,327

+11.7% from 2023

Annual return

13.38%

-6.44 pp from 2023

Benchmarks

See 3,315 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,315 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$437.59M

Not enough data

1 years with asset history on file

Average account balance

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

$374K

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.

1,169

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

$16.78M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+13.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$156

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 10 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846	Recordkeeping	$59,110
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764	Advisory (Plan)	$28,180
CHARLES SCHWAB & CO., INC.1 year Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$15,726
BIP WEALTH LLC1 year Service code 26 · EIN 20-8540101	Advisory (Participants)	$14,933
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831	Advisory (Participants)	$8,896
SIGNATUREFD LLC1 year Service code 26 · EIN 58-2323085	Advisory (Participants)	$6,625
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 11-3658445	Investment Management	$3,162
CHARLES SCHWAB & CO., INC.1 year Service code 33 · EIN 94-1737782	Direct payment from the plan; Securit...	$595
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59	Shareholder Servicing	$0
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3B

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$182K

$262 / participant

Recordkeeping$123K67.8%
Investment mgmt$59K32.2%

% of EOY assets

0.042%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CROWE, LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$374,327

$106,028+253.0%

$146,958+154.7%

$77,643+382.1%

Participation rate

100.0%

78.4%+21.6pp

82.2%+17.8pp

70.6%+29.4pp

Annual return

13.38%

56.73%-43.4pp

418.34%-405.0pp

31.24%-17.9pp

Employer contribution / active EE

$7,260

$4,063+78.7%

$4,933+47.2%

$2,726+166.3%

Participant deferral / active EE

$16,912

$7,990+111.7%

$8,070+109.6%

$4,647+263.9%

Admin fee / account holder

$156

$337-53.8%

$12,998-98.8%

$430-63.8%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO10+ years

Filed as: ONEAMERICA RETIREMENT SERVICES LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$59,110

FIDUCIENT ADVISORS LLC1 year

Service code 27 · EIN 36-4001764

Advisory (Plan)

$28,180

CHARLES SCHWAB & CO., INC.1 year

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$15,726

BIP WEALTH LLC1 year

Service code 26 · EIN 20-8540101

Advisory (Participants)

$14,933

CERITY PARTNERS1 year

Filed as: CERITY PARTNERS LLC

Service code 26 · EIN 27-1180831

Advisory (Participants)

$8,896

SIGNATUREFD LLC1 year

Service code 26 · EIN 58-2323085

Advisory (Participants)

$6,625

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY SMITH BARNEY LLC

Service code 28 · EIN 11-3658445

Investment Management

$3,162

CHARLES SCHWAB & CO., INC.1 year

Service code 33 · EIN 94-1737782

Direct payment from the plan; Securit...

$595

CHARLES SCHWAB & CO., INC.1 year

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

Service code 59

Shareholder Servicing

MATRIX TRUST COMPANY4 years

Service code 19 · EIN 75-3182674

Securities Custodian

EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN A

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN A

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