Retirement plan

STATE BAR OF WISCONSIN SAVINGS PLAN

Name: STATE BAR OF WISCONSIN - STATE BAR OF WISCONSIN SAVINGS PLAN (2020) 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 2020

PO BOX 7158, 5302 EASTPARK BLVD - MADISON, WI 537077158608-250-6109wisbar.orgLinkedIn51-200 employeeslegal services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$21.6M

+26.3% from 2019

Total participants

127

+5.0% from 2019

Average account balance

$182,685

+26.3% from 2019

Annual return

22.25%

-3.05 pp from 2019

Benchmarks

See 8,769 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,769 peers

Snapshot2020

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 4 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO6+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846	Recordkeeping	$8,485
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229	Securities Custodian	$0
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19	Securities Custodian	$0
AMERICAN UNITED LIFE INSURANCE CO5 years Filed as: ONEAMERICA 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

$8K

$103 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.039%

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 US, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$182,685

$60,128+203.8%

$90,440+102.0%

$79,852+128.8%

Participation rate

89.0%

65.0%+24.0pp

72.7%+16.3pp

69.6%+19.4pp

Annual return

22.25%

71.95%-49.7pp

1294.38%-1272.1pp

31.72%-9.5pp

Employer contribution / active EE

$4,632

$2,068+123.9%

$3,263+42.0%

$2,471+87.4%

Participant deferral / active EE

$5,638

$2,939+91.9%

$3,964+42.2%

$3,740+50.7%

Admin fee / account holder

$72

$3,977-98.2%

$5,615-98.7%

$5,306-98.6%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO6+ years

Filed as: ONEAMERICA RETIREMENT SERVICES LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$8,485

BMO HARRIS BANK NA6+ years

Service code 19 · EIN 36-2085229

Securities Custodian

BMO HARRIS BANK NA5 years

Filed as: BMO HARRIS BANK, NA 36-2085229

Service code 19

Securities Custodian

AMERICAN UNITED LIFE INSURANCE CO5 years

Filed as: ONEAMERICA 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