Retirement plan

STATE BAR OF WISCONSIN SAVINGS PLAN

Name: STATE BAR OF WISCONSIN - STATE BAR OF WISCONSIN SAVINGS PLAN (2023) 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 2023

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

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$19.9M

+15.3% from 2022

Total participants

127

0.0% from 2022

Average account balance

$164,824

+14.4% from 2022

Annual return

18.91%

+37.49 pp from 2022

Benchmarks

See 9,816 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,816 peers

Snapshot2023

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 3 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO9+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846	Recordkeeping	$19,119
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674	Securities Custodian	$0
AMERICAN UNITED LIFE INSURANCE CO8 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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$22K

$271 / participant

Recordkeeping$19K87.4%
Investment mgmt$3K12.6%

% of EOY assets

0.110%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$164,824

$57,312+187.6%

$86,617+90.3%

$75,181+119.2%

Participation rate

92.6%

63.2%+29.4pp

71.7%+20.9pp

67.2%+25.4pp

Annual return

18.91%

2672.78%-2653.9pp

591.91%-573.0pp

160.69%-141.8pp

Employer contribution / active EE

$5,075

$2,315+119.2%

$3,023+67.8%

$2,671+90.0%

Participant deferral / active EE

$6,517

$3,319+96.3%

$4,437+46.9%

$4,126+58.0%

Admin fee / account holder

$181

$4,114-95.6%

$5,613-96.8%

$5,650-96.8%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO9+ years

Filed as: ONEAMERICA RETIREMENT SERVICES LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$19,119

MATRIX TRUST COMPANY3 years

Service code 19 · EIN 75-3182674

Securities Custodian

AMERICAN UNITED LIFE INSURANCE CO8 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