Retirement plan

OMELVENY & MYERS LLP KEOGH PLAN

Name: OMELVENY & MYERS LLP - OMELVENY & MYERS LLP KEOGH PLAN (2020) Form 5500
Creator: OMELVENY & MYERS LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OMELVENY & MYERS LLP KEOGH PLAN, OMELVENY & MYERS LLP

OMELVENY & MYERS LLPEIN 95-1066597Plan #001PY 2020

400 SOUTH HOPE STREET - 4TH FLOOR - LOS ANGELES, CA 900712899213-430-6000

Other plans on this EIN

2 filings

#003Retirement-$351.1M assets #020Retirement-$160.6M assets

Prospect flagsLow returnsHigh feesHigh assets / participant

Top hat statement on fileNQDC

Filed January 6, 2006

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$373.9M

-3.7% from 2016

Total participants

296

-14.0% from 2016

Average account balance

$1,263,133

+12.1% from 2016

Annual return

12.15%

-7.19 pp from 2016

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.78M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-94.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 years with F_SCH_H allocation on file

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH6+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085	Advisory (Plan)	$65,456
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST CO Service code 25 · EIN 75-3182674	Directed Trustee	$52,993
NMWMC1 year Service code 27 · EIN 39-2018056	Advisory (Plan)	$19,107
FIIOC3 years Filed as: FIIOC, INC Service code 37 · EIN 04-2647786	Loan Processing	$5,000
CROWE LLP2 years Filed as: CROWE, LLP Service code 10 · EIN 35-0921680	Accounting	$0
MILLIMAN, INC.3 years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641	Recordkeeping	$0
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983	Consulting	$0

Plan features & details

Pension benefit codes2E2F2G2J3B2R2T

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$865K

$4390 / participant

Other / not subdivided$865K100.0%

% of EOY assets

0.231%

all-in expense ratio

Categories reported

0 / 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: CROWE LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,263,133

$99,957+1163.7%

$149,751+743.5%

$73,501+1618.5%

Participation rate

100.0%

75.7%+24.3pp

82.5%+17.5pp

70.7%+29.3pp

Annual return

12.15%

53.87%-41.7pp

276.71%-264.6pp

28.51%-16.4pp

Employer contribution / active EE

$38,195

$3,191+1096.9%

$4,646+722.1%

$2,270+1582.5%

Participant deferral / active EE

$20,226

$6,073+233.1%

$6,843+195.6%

$3,740+440.8%

Admin fee / account holder

$2,922

$551+430.5%

$9,312-68.6%

$513+469.4%

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH6+ years

Filed as: MERRILL LYNCH

Service code 27 · EIN 13-5674085

Advisory (Plan)

$65,456

MATRIX TRUST COMPANY4 years

Filed as: MATRIX TRUST CO

Service code 25 · EIN 75-3182674

Directed Trustee

$52,993

NMWMC1 year

Service code 27 · EIN 39-2018056

Advisory (Plan)

$19,107

FIIOC3 years

Filed as: FIIOC, INC

Service code 37 · EIN 04-2647786

Loan Processing

$5,000

CROWE LLP2 years

Filed as: CROWE, LLP

Service code 10 · EIN 35-0921680

Accounting

MILLIMAN, INC.3 years

Filed as: MILLIMAN, INC

Service code 15 · EIN 91-0675641

Recordkeeping

SAGEVIEW ADVISORY GROUP, LLC2 years

Filed as: MJM401K, LLC

Service code 16 · EIN 86-0882983

Consulting

OMELVENY & MYERS LLP KEOGH PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OMELVENY & MYERS LLP KEOGH PLAN

Top hat statement on fileNQDC

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