Retirement plan

JACKSON WALKER LLP 401K PLAN

Name: JACKSON WALKER LLP - JACKSON WALKER LLP 401K PLAN (2017) 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 2017

2323 ROSS AVENUE, SUITE 600 - DALLAS, TX 75201214-953-5834jw.comLinkedIn501-1000 employeeslaw practice

Other plans on this EIN

4 filings

#002Retirement-$155.1M assets #004Retirement-$59.8M assets #005Retirement-$7.0M assets #006Retirement-$7.0M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$44.8M

-8.0% from 2016

Total participants

329

-4.4% from 2016

Average account balance

$137,462

+15.8% from 2016

Annual return

18.38%

-5.31 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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 1 by compensation

Provider	Service type	Compensation
BOKF, NA3+ years Service code 15 · EIN 73-0780382	Recordkeeping	$44,071

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

$47K

$184 / participant

Investment mgmt$3K6.0%
Other / not subdivided$44K94.0%

% of EOY assets

0.104%

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

$137,462

$155,795-11.8%

$136,298+0.9%

$69,634+97.4%

Participation rate

98.8%

75.2%+23.6pp

81.9%+16.9pp

70.7%+28.1pp

Annual return

18.38%

232464.33%-232446.0pp

5156.27%-5137.9pp

27572.26%-27553.9pp

Employer contribution / active EE

$2,991-100.0%

$4,696-100.0%

$2,032-100.0%

Participant deferral / active EE

$14,654

$5,394+171.7%

$6,247+134.6%

$3,224+354.5%

Admin fee / account holder

$143

$128+11.4%

$9,244-98.5%

$110+29.4%

Provider

Service type

Compensation

BOKF, NA3+ years

Service code 15 · EIN 73-0780382

Recordkeeping

$44,071

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