Retirement plan

BAKER & HOSTETLER LLP SUPPLEMENTAL/401K RETIREMENT PLAN

Name: BAKER & HOSTETLER LLP - BAKER & HOSTETLER LLP SUPPLEMENTAL/401K RETIREMENT PLAN (2016) Form 5500
Creator: BAKER & HOSTETLER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BAKER & HOSTETLER LLP SUPPLEMENTAL/401K RETIREMENT PLAN, BAKER & HOSTETLER LLP

BAKER & HOSTETLER LLPEIN 34-0082025Plan #002PY 2016

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

Other plans on this EIN

2 filings

#001Retirement-$291.9M assets #006Retirement-$28.2M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$307.7M

-9.9% from 2016

Total participants

2,696

+1.2% from 2016

Average account balance

$130,475

-8.9% from 2016

Annual return

9.97%

-4.51 pp from 2016

Benchmarks

See 664 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort664 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.19B

Not enough data

1 years with asset history on file

Average account balance

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

$474K

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.

2,503

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.

81.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+105.61%

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

1 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 INSTITUTIONAL2+ years Filed as: FIDELITY INVESTMENTS INST. OPER. CO Service code 37 · EIN 04-2647786	Loan Processing	$7,514

Plan features & details

Pension benefit codes2E2F2G2J2R2T3B

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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$8K

$4 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.002%

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

$130,475

$85,635+52.4%

$123,894+5.3%

$63,975+103.9%

Participation rate

80.6%

74.9%+5.7pp

81.4%-0.8pp

71.1%+9.5pp

Annual return

9.97%

15.74%-5.8pp

47.52%-37.6pp

48.65%-38.7pp

Employer contribution / active EE

$3,076-100.0%

$4,617-100.0%

$2,182-100.0%

Participant deferral / active EE

$8,895

$5,667+57.0%

$5,984+48.6%

$3,356+165.0%

Admin fee / account holder

$75-95.7%

$8,357-100.0%

$70-95.5%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Filed as: FIDELITY INVESTMENTS INST. OPER. CO

Service code 37 · EIN 04-2647786

Loan Processing

$7,514

BAKER & HOSTETLER LLP SUPPLEMENTAL/401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BAKER & HOSTETLER LLP SUPPLEMENTAL/401K 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