Retirement plan

GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN

Name: GIBSON, DUNN & CRUTCHER LLP - GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN (2015) Form 5500
Creator: GIBSON, DUNN & CRUTCHER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN, GIBSON, DUNN & CRUTCHER LLP

GIBSON, DUNN & CRUTCHER LLPEIN 95-1611234Plan #001PY 2015

333 SOUTH GRAND AVENUE - LOS ANGELES, CA 900713197213-229-7000LinkedIn1-10 employeescivic & social organization

Other plans on this EIN

1 filing

#004Retirement-$209.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$666.1M

-6.5% from 2016

Total participants

3,029

-0.8% from 2016

Average account balance

$241,706

-5.8% from 2016

Annual return

0.32%

-9.85 pp from 2016

Benchmarks

See 568 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort568 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46B

Not enough data

1 years with asset history on file

Average account balance

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

$365K

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.

3,990

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.

92.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+16.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$92

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 9 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 51 2000 AVENUE OF THE STARS · LOS ANGELES, CA 90067	Investment Mgmt Fees	$67,722
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 ONE NORTH WACKER · CHICAGO, IL 60606	Accounting	$57,905
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 51 855 S. HILL STREET · LOS ANGELES, CA 90014	Investment Mgmt Fees	$32,228
VOYA RETIREMENT INSURANCE & ANNUITY1+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 51 · EIN 02-0488491 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184	Investment Mgmt Fees	$26,385
WESTMOUNT ASSET MANAGEMENT LLC1+ years Filed as: WESTMOUNT ASSET MANAGEMENT Service code 51 2049 CENTURY PARK EAST, SUITE 2280 · LOS ANGELES, CA 90067	Investment Mgmt Fees	$21,612
ENRIGHT PREMIER WEALTH ADVISORS1+ years Service code 51 · EIN 33-0152539	Investment Mgmt Fees	$14,621
WESCAP MANAGEMENT GROUP1+ years Service code 51 303 N. GLENOAKS BLVD. #905 · BURBANK, CA 91502	Investment Mgmt Fees	$9,093
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF MANAGEMENT, LLC Service code 51 101 PARK AVENUE · NEW YORK, NY 10178	Investment Mgmt Fees	$7,514
TIDEROCK FINANCIAL LLC1+ years Filed as: TIDEROCK FINANCIAL, LLC Service code 51 30 ENTERPRISE · ALISO VIEJO, CA 92656	Investment Mgmt Fees	$6,627

Plan features & details

Pension benefit codes2A2E2F2G2J2R3B3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$339K

$175 / participant

Investment mgmt$305K90.0%
Other / not subdivided$34K10.0%

% of EOY assets

0.051%

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: PRICEWATERHOUSECOOPERS LLP
Auditor EIN: 134008324
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$241,706

$86,791+178.5%

$115,038+110.1%

$59,188+308.4%

Participation rate

85.9%

72.8%+13.1pp

81.4%+4.6pp

69.4%+16.5pp

Annual return

0.32%

4.44%-4.1pp

26.14%-25.8pp

5.51%-5.2pp

Employer contribution / active EE

$7,379

$2,950+150.2%

$4,608+60.1%

$2,098+251.7%

Participant deferral / active EE

$11,372

$5,298+114.6%

$6,026+88.7%

$3,265+248.3%

Admin fee / account holder

$123

$95+29.7%

$8,175-98.5%

$92+33.5%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC1+ years

Filed as: UBS

Service code 51

2000 AVENUE OF THE STARS · LOS ANGELES, CA 90067

Investment Mgmt Fees

$67,722

PRICEWATERHOUSECOOPERS LLP1+ years

Service code 10 · EIN 13-4008324

ONE NORTH WACKER · CHICAGO, IL 60606

Accounting

$57,905

JPMORGAN INVEST HOLDINGS LLC1+ years

Filed as: JP MORGAN CHASE

Service code 51

855 S. HILL STREET · LOS ANGELES, CA 90014

Investment Mgmt Fees

$32,228

VOYA RETIREMENT INSURANCE & ANNUITY1+ years

Filed as: VOYA INSTITUTIONAL PLAN SERVICES

Service code 51 · EIN 02-0488491

30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184

Investment Mgmt Fees

$26,385

WESTMOUNT ASSET MANAGEMENT LLC1+ years

Filed as: WESTMOUNT ASSET MANAGEMENT

Service code 51

2049 CENTURY PARK EAST, SUITE 2280 · LOS ANGELES, CA 90067

Investment Mgmt Fees

$21,612

ENRIGHT PREMIER WEALTH ADVISORS1+ years

Service code 51 · EIN 33-0152539

Investment Mgmt Fees

$14,621

WESCAP MANAGEMENT GROUP1+ years

Service code 51

303 N. GLENOAKS BLVD. #905 · BURBANK, CA 91502

Investment Mgmt Fees

$9,093

ATALANTA SOSNOFF1+ years

Filed as: ATALANTA SOSNOFF MANAGEMENT, LLC

Service code 51

101 PARK AVENUE · NEW YORK, NY 10178

Investment Mgmt Fees

$7,514

TIDEROCK FINANCIAL LLC1+ years

Filed as: TIDEROCK FINANCIAL, LLC

Service code 51

30 ENTERPRISE · ALISO VIEJO, CA 92656

Investment Mgmt Fees

$6,627

GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GIBSON, DUNN & CRUTCHER LLP RETIREMENT 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