Retirement plan

GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN

Name: GIBSON, DUNN & CRUTCHER LLP - GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN (2019) 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 2019

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

Other plans on this EIN

1 filing

#004Retirement-$265.0M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$988.7M

-6.5% from 2016

Total participants

3,337

-0.8% from 2016

Average account balance

$304,505

-5.8% from 2016

Annual return

23.90%

-9.85 pp from 2016

Benchmarks

See 733 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort733 peers

Snapshot2019

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 10 of 14 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY5+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 51 · EIN 02-0488491 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184	Investment Mgmt Fees	$321,991
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 ONE NORTH WACKER · CHICAGO, IL 60606	Accounting	$49,500
NORTHWESTERN MUTUAL INVESTMENT SERV4 years Filed as: NORTHWESTERN MUTUAL WEALTH MGMT. CO Service code 51 · EIN 39-2018056 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202	Investment Mgmt Fees	$43,627
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS Service code 51 · EIN 36-7056204 2000 AVENUE OF THE STARS · LOS ANGELES, CA 90067	Investment Mgmt Fees	$32,000
WESCAP MANAGEMENT GROUP5+ years Service code 51 · EIN 95-4154588 303 N. GLENOAKS BLVD. #905 · BURBANK, CA 91502	Investment Mgmt Fees	$25,396
WESTMOUNT ASSET MANAGEMENT LLC5+ years Filed as: WESTMOUNT ASSET MANAGEMENT Service code 51 · EIN 45-2550468 2049 CENTURY PARK EAST, SUITE 2280 · LOS ANGELES, CA 90067	Investment Mgmt Fees	$24,677
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 355 S. GRAND AVENUE · LOS ANGELES, CA 90071	Securities brokerage; Investment mana...	$18,173
ENRIGHT PREMIER WEALTH ADVISORS5+ years Service code 51 · EIN 33-0152539 21515 HAWTHORNE BLVD. · TORRANCE, CA 90503	Investment Mgmt Fees	$16,123
CHURCHILL MANAGEMENT GROUP4 years Filed as: CHURCHILL MANAGEMENT CORP Service code 51 · EIN 95-2472632 5900 WILSHIRE BLVD. · LOS ANGELES, CA 90036	Investment Mgmt Fees	$13,770
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 51 · EIN 36-4019175 600 CALIFORNIA STREET · SAN FRANCISCO, CA 94108	Investment Mgmt Fees	$12,849

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$827K

$410 / participant

Investment mgmt$827K100.0%

% of EOY assets

0.084%

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

$304,505

$101,523+199.9%

$141,200+115.7%

$77,775+291.5%

Participation rate

95.5%

77.4%+18.2pp

82.5%+13.1pp

73.2%+22.3pp

Annual return

23.90%

56.22%-32.3pp

71.41%-47.5pp

32.58%-8.7pp

Employer contribution / active EE

$7,980

$3,341+138.9%

$4,736+68.5%

$2,504+218.7%

Participant deferral / active EE

$13,211

$6,434+105.3%

$6,710+96.9%

$3,966+233.1%

Admin fee / account holder

$255

$92+178.3%

$10,265-97.5%

$100+154.6%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY5+ years

Filed as: VOYA INSTITUTIONAL PLAN SERVICES

Service code 51 · EIN 02-0488491

30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184

Investment Mgmt Fees

$321,991

PRICEWATERHOUSECOOPERS LLP5+ years

Service code 10 · EIN 13-4008324

ONE NORTH WACKER · CHICAGO, IL 60606

Accounting

$49,500

NORTHWESTERN MUTUAL INVESTMENT SERV4 years

Filed as: NORTHWESTERN MUTUAL WEALTH MGMT. CO

Service code 51 · EIN 39-2018056

611 E. WISCONSIN AVE · MILWAUKEE, WI 53202

Investment Mgmt Fees

$43,627

UBS FINANCIAL SERVICES INC5+ years

Filed as: UBS

Service code 51 · EIN 36-7056204

2000 AVENUE OF THE STARS · LOS ANGELES, CA 90067

Investment Mgmt Fees

$32,000

WESCAP MANAGEMENT GROUP5+ years

Service code 51 · EIN 95-4154588

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

Investment Mgmt Fees

$25,396

WESTMOUNT ASSET MANAGEMENT LLC5+ years

Filed as: WESTMOUNT ASSET MANAGEMENT

Service code 51 · EIN 45-2550468

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

Investment Mgmt Fees

$24,677

CHARLES SCHWAB & CO., INC.4 years

Service code 33 · EIN 94-1737782

355 S. GRAND AVENUE · LOS ANGELES, CA 90071

Securities brokerage; Investment mana...

$18,173

ENRIGHT PREMIER WEALTH ADVISORS5+ years

Service code 51 · EIN 33-0152539

21515 HAWTHORNE BLVD. · TORRANCE, CA 90503

Investment Mgmt Fees

$16,123

CHURCHILL MANAGEMENT GROUP4 years

Filed as: CHURCHILL MANAGEMENT CORP

Service code 51 · EIN 95-2472632

5900 WILSHIRE BLVD. · LOS ANGELES, CA 90036

Investment Mgmt Fees

$13,770

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO ADVISORS

Service code 51 · EIN 36-4019175

600 CALIFORNIA STREET · SAN FRANCISCO, CA 94108

Investment Mgmt Fees

$12,849

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