Retirement plan

BAKER & HOSTETLER LLP SUPPLEMENTAL/401K RETIREMENT PLAN

Name: BAKER & HOSTETLER LLP - BAKER & HOSTETLER LLP SUPPLEMENTAL/401K RETIREMENT PLAN (2019) 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 2019

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

Other plans on this EIN

2 filings

#001Retirement-$394.6M assets #006Retirement-$46.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$427.9M

-9.9% from 2016

Total participants

2,668

+1.2% from 2016

Average account balance

$186,046

-8.9% from 2016

Annual return

25.87%

-4.51 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

$1.19B

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

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 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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$2 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.001%

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

$186,046

$101,523+83.3%

$141,200+31.8%

$77,775+139.2%

Participation rate

79.3%

77.4%+2.0pp

82.5%-3.1pp

73.2%+6.1pp

Annual return

25.87%

56.22%-30.4pp

71.41%-45.5pp

32.58%-6.7pp

Employer contribution / active EE

$3,341-100.0%

$4,736-100.0%

$2,504-100.0%

Participant deferral / active EE

$9,557

$6,434+48.5%

$6,710+42.4%

$3,966+141.0%

Admin fee / account holder

$92-97.9%

$10,265-100.0%

$100-98.1%

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