Retirement plan

JACKSON WALKER LLP 401K PLAN

Name: JACKSON WALKER LLP - JACKSON WALKER LLP 401K PLAN (2015) Form 5500
Creator: JACKSON WALKER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACKSON WALKER LLP 401K PLAN, JACKSON WALKER LLP

JACKSON WALKER LLPEIN 75-0764921Plan #003PY 2015

901 MAIN ST STE 6000 - DALLAS, TX 752023748214-953-5834jw.comLinkedIn501-1000 employeeslaw practice

Other plans on this EIN

2 filings

#002Retirement-$117.9M assets #004Retirement-$47.6M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$33.8M

-8.0% from 2016

Total participants

306

-4.4% from 2016

Average account balance

$136,975

+15.8% from 2016

Annual return

-0.47%

-5.31 pp from 2016

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.71M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-105.07%

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

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
BOKF, NA1+ years Service code 15 · EIN 73-0780382	Recordkeeping	$45,744
WISEOWL CAPITAL LLC1+ years Filed as: WISEOWL CAPITAL, LLC Service code 51 10200 GROGANS MILL ROAD · THE WOODLANDS, TX 77380	Investment Mgmt Fees	$3,723

Plan features & details

Pension benefit codes2E2F2G2J2R2T3B3D

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.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$49K

$206 / participant

Investment mgmt$3K6.8%
Other / not subdivided$46K93.2%

% of EOY assets

0.146%

all-in expense ratio

Categories reported

1 / 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: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$136,975

$70,002+95.7%

$115,038+19.1%

$52,331+161.8%

Participation rate

75.3%

72.1%+3.2pp

81.4%-6.1pp

68.1%+7.2pp

Annual return

-0.47%

4.04%-4.5pp

26.14%-26.6pp

4.54%-5.0pp

Employer contribution / active EE

$2,715-100.0%

$4,608-100.0%

$1,882-100.0%

Participant deferral / active EE

$11,569

$4,920+135.2%

$6,026+92.0%

$3,022+282.8%

Admin fee / account holder

$199

$566-64.8%

$8,175-97.6%

$592-66.3%

Provider

Service type

Compensation

BOKF, NA1+ years

Service code 15 · EIN 73-0780382

Recordkeeping

$45,744

WISEOWL CAPITAL LLC1+ years

Filed as: WISEOWL CAPITAL, LLC

Service code 51

10200 GROGANS MILL ROAD · THE WOODLANDS, TX 77380

Investment Mgmt Fees

$3,723

JACKSON WALKER LLP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACKSON WALKER LLP 401K 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