Retirement plan

PBA'S 401(K) PLAN

Name: PENNSYLVANIA BAR ASSOCIATION - PBA'S 401(K) PLAN (2017) Form 5500
Creator: PENNSYLVANIA BAR ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PBA'S 401(K) PLAN, PENNSYLVANIA BAR ASSOCIATION

PENNSYLVANIA BAR ASSOCIATIONEIN 23-0954940Plan #002PY 2017

100 SOUTH STREET - HARRISBURG, PA 17101717-238-6715pabar.orgLinkedIn51-200 employeeslegal services

Other plans on this EIN

1 filing

#001Retirement-$18.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.7M

+8.6% from 2016

Total participants

-4.2% from 2016

Average account balance

$72,360

+14.5% from 2016

Annual return

15.62%

+7.16 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.08M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

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.

130.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$742K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+10.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7461

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

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2J2T3D

Plan features

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$346K

$9107 / participant

Other / not subdivided$346K100.0%

% of EOY assets

12.925%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,360

$53,128+36.2%

$86,582-16.4%

$70,126+3.2%

Participation rate

76.3%

65.3%+11.0pp

73.5%+2.8pp

69.5%+6.8pp

Annual return

15.62%

27.66%-12.0pp

965.08%-949.5pp

73.15%-57.5pp

Employer contribution / active EE

$2,068-100.0%

$2,839-100.0%

$2,343-100.0%

Participant deferral / active EE

$4,551

$2,695+68.9%

$3,609+26.1%

$3,332+36.6%

Admin fee / account holder

$9,353

$3,584+161.0%

$4,904+90.7%

$4,645+101.3%

PBA'S 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PBA'S 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