Retirement plan

THE BAR ASSOCIATION OF SAN FRANCISCO PROFIT SHARING & 401(K) PLAN

Name: THE BAR ASSOCIATION OF SAN FRANCISCO - THE BAR ASSOCIATION OF SAN FRANCISCO PROFIT SHARING & 401(K) PLAN (2017) Form 5500
Creator: THE BAR ASSOCIATION OF SAN FRANCISCO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BAR ASSOCIATION OF SAN FRANCISCO PROFIT SHARING & 401(K) PLAN, THE BAR ASSOCIATION OF SAN FRANCISCO

THE BAR ASSOCIATION OF SAN FRANCISCOEIN 94-0304950Plan #001PY 2017

301 BATTERY STREET, 3RD FLOOR - SAN FRANCISCO, CA 94111415-782-9000sfbar.orgLinkedIn51-200 employeeslegal services

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$12.5M

+23.2% from 2016

Total participants

161

+10.3% from 2016

Average account balance

$91,021

+17.8% from 2016

Annual return

16.40%

+9.55 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.50M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

195

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

$1.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$250

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 2 by compensation

Provider	Service type	Compensation
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP, LLC. Service code 16 · EIN 33-0818667	Consulting	$7,500
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$4,146

Plan features & details

Pension benefit codes2F2G2J2T3D2E

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

$12K

$109 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.093%

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: MOSS-ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,021

$50,637+79.8%

$86,582+5.1%

$62,293+46.1%

Participation rate

77.6%

67.9%+9.7pp

73.5%+4.0pp

69.5%+8.1pp

Annual return

16.40%

20.80%-4.4pp

965.08%-948.7pp

28.90%-12.5pp

Employer contribution / active EE

$1,989

$2,075-4.1%

$2,839-29.9%

$2,042-2.6%

Participant deferral / active EE

$5,042

$2,611+93.1%

$3,609+39.7%

$3,169+59.1%

Admin fee / account holder

$85

$413-79.4%

$4,904-98.3%

$479-82.3%

Provider

Service type

Compensation

SAGEVIEW ADVISORY GROUP, LLC2 years

Filed as: SAGEVIEW ADVISORY GROUP, LLC.

Service code 16 · EIN 33-0818667

Consulting

$7,500

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$4,146

THE BAR ASSOCIATION OF SAN FRANCISCO PROFIT SHARING & 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BAR ASSOCIATION OF SAN FRANCISCO PROFIT SHARING & 401(K) 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