Retirement plan

MILLER NASH GRAHAM & DUNN LLP 401K PLAN

Name: MILLER NASH GRAHAM & DUNN LLP - MILLER NASH GRAHAM & DUNN LLP 401K PLAN (2017) Form 5500
Creator: MILLER NASH GRAHAM & DUNN LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILLER NASH GRAHAM & DUNN LLP 401K PLAN, MILLER NASH GRAHAM & DUNN LLP

MILLER NASH GRAHAM & DUNN LLPEIN 93-0410518Plan #002PY 2017

111 SW FIFTH AVE, STE 3400 - PORTLAND, OR 972043614503-224-5858millernash.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsHigh cashLow employer contribution

How to read this page

Total assets (EOY)

$113.2M

+161.0% from 2016

Total participants

469

+10.6% from 2016

Average account balance

$249,901

+127.0% from 2016

Annual return

158.35%

+119.07 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$162.09M

Not enough data

1 years with asset history on file

Average account balance

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

$341K

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.

475

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

$6.44M

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

+16.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16

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
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576	Sub-transfer agency fees; Custodial (...	$42,288
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009	Securities Custodian	$19,714

Plan features & details

Pension benefit codes2E2F2G2J2T

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.
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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$4K

$13 / participant

Contract admin$4K100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$249,901

$155,795+60.4%

$136,298+83.3%

$69,631+258.9%

Participation rate

94.7%

75.2%+19.5pp

81.9%+12.8pp

70.7%+24.0pp

Annual return

158.35%

232464.33%-232306.0pp

5156.27%-4997.9pp

27571.02%-27412.7pp

Employer contribution / active EE

$2,991-99.9%

$4,696-99.9%

$2,032-99.8%

Participant deferral / active EE

$9,225

$5,394+71.0%

$6,247+47.7%

$3,224+186.2%

Admin fee / account holder

$128-93.3%

$9,244-99.9%

$110-92.2%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP3+ years

Service code 12 · EIN 93-1253576

Sub-transfer agency fees; Custodial (...

$42,288

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB

Service code 19 · EIN 42-1558009

Securities Custodian

$19,714

MILLER NASH GRAHAM & DUNN LLP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILLER NASH GRAHAM & DUNN LLP 401K 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