Retirement plan

MILLER NASH GRAHAM & DUNN LLP 401(K) PLAN

Name: MILLER NASH GRAHAM & DUNN LLP - MILLER NASH GRAHAM & DUNN LLP 401(K) PLAN (2019) 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 401(K) PLAN, MILLER NASH GRAHAM & DUNN LLP

MILLER NASH GRAHAM & DUNN LLPEIN 93-0410518Plan #002PY 2019

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

Prospect flagsHigh assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$125.5M

+21.1% from 2018

Total participants

486

+6.6% from 2018

Average account balance

$262,611

+13.5% from 2018

Annual return

23.18%

+26.62 pp from 2018

Benchmarks

See 2,853 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,853 peers

Snapshot2019

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
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009	Securities Custodian	$33,352
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576	Custodial (other than securities); Cl...	$14,667

Plan features & details

Pension benefit codes2E2F2G2J2R2S2T3B

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.
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

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$6K

$20 / participant

Contract admin$6K100.0%

% of EOY assets

0.005%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$262,611

$88,122+198.0%

$141,191+86.0%

$67,579+288.6%

Participation rate

97.4%

76.5%+20.9pp

82.5%+14.9pp

71.3%+26.1pp

Annual return

23.18%

75.40%-52.2pp

71.41%-48.2pp

378.56%-355.4pp

Employer contribution / active EE

$8,432

$3,224+161.5%

$4,736+78.0%

$2,148+292.6%

Participant deferral / active EE

$9,344

$5,958+56.8%

$6,710+39.3%

$3,539+164.0%

Admin fee / account holder

$12

$131-90.5%

$10,264-99.9%

$142-91.2%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.5+ years

Filed as: CHARLES SCHWAB

Service code 19 · EIN 42-1558009

Securities Custodian

$33,352

STANCORP FINANCIAL GROUP5+ years

Service code 12 · EIN 93-1253576

Custodial (other than securities); Cl...

$14,667

MILLER NASH GRAHAM & DUNN LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILLER NASH GRAHAM & DUNN LLP 401(K) 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