Retirement plan

BAKER & HOSTETLER LLP BASIC/STEP-RATE RETIREMENT PLAN

Name: BAKER & HOSTETLER LLP - BAKER & HOSTETLER LLP BASIC/STEP-RATE RETIREMENT PLAN (2015) Form 5500
Creator: BAKER & HOSTETLER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAKER & HOSTETLER LLP BASIC/STEP-RATE RETIREMENT PLAN, BAKER & HOSTETLER LLP

BAKER & HOSTETLER LLPEIN 34-0082025Plan #001PY 2015

KEY TOWER, 127 PUBLIC SQUARE, SUITE 2000 - CLEVELAND, OH 44114216-621-0200LinkedIn1-10 employees

Other plans on this EIN

2 filings

#002Retirement-$277.2M assets #006Retirement-$20.7M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$260.8M

-10.6% from 2016

Total participants

1,531

-1.7% from 2016

Average account balance

$170,365

-9.1% from 2016

Annual return

-1.23%

-9.55 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

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

$26.98M

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

-90.74%

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786	Loan Processing	$7,013

Plan features & details

Pension benefit codes2A2C2F2G2R2T3B

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).
2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$7K

$7 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.003%

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: MAYER HOFFMAN MCCANN P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$170,365

$86,791+96.3%

$115,038+48.1%

$59,188+187.8%

Participation rate

100.0%

72.8%+27.2pp

81.4%+18.6pp

69.4%+30.6pp

Annual return

-1.23%

4.44%-5.7pp

26.14%-27.4pp

5.51%-6.7pp

Employer contribution / active EE

$15,443

$2,950+423.6%

$4,608+235.1%

$2,098+636.1%

Participant deferral / active EE

$5,298-100.0%

$6,026-100.0%

$3,265-100.0%

Admin fee / account holder

$95-95.2%

$8,175-99.9%

$92-95.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Filed as: FIDELITY INVESTMENTS INST. OPER. CO

Service code 37 · EIN 04-2647786

Loan Processing

$7,013

BAKER & HOSTETLER LLP BASIC/STEP-RATE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAKER & HOSTETLER LLP BASIC/STEP-RATE 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