Retirement plan

STATE BAR OF WISCONSIN SAVINGS PLAN

Name: STATE BAR OF WISCONSIN - STATE BAR OF WISCONSIN SAVINGS PLAN (2017) Form 5500
Creator: STATE BAR OF WISCONSIN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STATE BAR OF WISCONSIN SAVINGS PLAN, STATE BAR OF WISCONSIN

STATE BAR OF WISCONSINEIN 39-0807061Plan #002PY 2017

PO BOX 7158, 5302 EASTPARK BLVD - MADISON, WI 537077158608-257-3838wisbar.orgLinkedIn51-200 employeeslegal services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14.4M

+1.7% from 2016

Total participants

116

+1.8% from 2016

Average account balance

$131,256

-0.1% from 2016

Annual return

16.31%

+6.90 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

$22.21M

Not enough data

1 years with asset history on file

Average account balance

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

$188K

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.

118

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.

90.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+17.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$227

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 5 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO3+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846	Recordkeeping	$6,469
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229	Securities Custodian	$0
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19	Securities Custodian	$0
AMERICAN UNITED LIFE INSURANCE CO2 years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15	Recordkeeping	$0
AMERICAN UNITED LIFE INSURANCE CO2 years Filed as: ONEMAERICA RETIREMENT SERVICES, LLC Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$6K

$80 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.045%

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: BAKER TILLY VIRCHOW KRAUSE, LLC
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$131,256

$53,128+147.1%

$86,582+51.6%

$70,126+87.2%

Participation rate

92.6%

65.3%+27.3pp

73.5%+19.0pp

69.5%+23.1pp

Annual return

16.31%

27.66%-11.4pp

965.08%-948.8pp

73.15%-56.8pp

Employer contribution / active EE

$4,522

$2,068+118.7%

$2,839+59.3%

$2,343+93.1%

Participant deferral / active EE

$4,683

$2,695+73.8%

$3,609+29.8%

$3,332+40.6%

Admin fee / account holder

$59

$3,584-98.4%

$4,904-98.8%

$4,645-98.7%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO3+ years

Filed as: ONEAMERICA RETIREMENT SERVICES LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$6,469

BMO HARRIS BANK NA3+ years

Service code 19 · EIN 36-2085229

Securities Custodian

BMO HARRIS BANK NA2 years

Filed as: BMO HARRIS BANK, NA 36-2085229

Service code 19

Securities Custodian

AMERICAN UNITED LIFE INSURANCE CO2 years

Filed as: ONEAMERICA RETIREMENT SERVICES, LLC

Service code 15

Recordkeeping

AMERICAN UNITED LIFE INSURANCE CO2 years

Filed as: ONEMAERICA RETIREMENT SERVICES, LLC

Service code 15

Recordkeeping

STATE BAR OF WISCONSIN SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STATE BAR OF WISCONSIN SAVINGS 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