Retirement plan

BATON ROUGE BAR ASSOCIATION 401(K) PLAN AND TRUST

Name: BATON ROUGE BAR ASSOCIATION - BATON ROUGE BAR ASSOCIATION 401(K) PLAN AND TRUST (2016) Form 5500
Creator: BATON ROUGE BAR ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BATON ROUGE BAR ASSOCIATION 401(K) PLAN AND TRUST, BATON ROUGE BAR ASSOCIATION

BATON ROUGE BAR ASSOCIATIONEIN 72-0817970Plan #001PY 2016

544 MAIN STREET, P.O. BOX 2241 - BATON ROUGE, LA 70821225-344-4803brba.orgLinkedIn1-10 employeeslegal services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$680K

No prior year

Total participants

No prior year

Average account balance

$75,605

No prior year

Annual return

7.96%

No prior year

Benchmarks

See 113,091 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,091 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$856K

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$54836

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

0 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J2R2T3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$50

$5 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.007%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$75,605

$135,952-44.4%

$123,892-39.0%

$273,961-72.4%

Participation rate

90.0%

84.1%+5.9pp

81.4%+8.6pp

83.0%+7.0pp

Annual return

7.96%

56.63%-48.7pp

47.52%-39.6pp

41.45%-33.5pp

Employer contribution / active EE

$1,703

$5,170-67.1%

$4,617-63.1%

$4,869-65.0%

Participant deferral / active EE

$5,881

$6,343-7.3%

$5,984-1.7%

$5,287+11.2%

Admin fee / account holder

$9,817-99.9%

$8,357-99.9%

$10,132-99.9%

BATON ROUGE BAR ASSOCIATION 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BATON ROUGE BAR ASSOCIATION 401(K) PLAN AND TRUST

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