Retirement plan

WINDWARD DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN

Name: WINDWARD DEVELOPMENT, INC. - WINDWARD DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: WINDWARD DEVELOPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINDWARD DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN, WINDWARD DEVELOPMENT, INC.

WINDWARD DEVELOPMENT, INC.EIN 06-1277256Plan #002PY 2017

103 WOODS END ROAD - NEW CANAAN, CT 06840203-966-4333

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$3.2M

+13.7% from 2016

Total participants

0.0% from 2016

Average account balance

$807,474

+13.7% from 2016

Annual return

9.24%

+2.40 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.96M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$255K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$51K

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

+13.18%

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$807,474

$106,008+661.7%

$92,240+775.4%

$147,586+447.1%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

9.24%

50.05%-40.8pp

176.29%-167.0pp

578.59%-569.3pp

Employer contribution / active EE

$26,384

$4,333+508.9%

$3,680+617.0%

$4,876+441.1%

Participant deferral / active EE

$16,000

$4,478+257.3%

$3,897+310.6%

$5,439+194.2%

Admin fee / account holder

$6,333-100.0%

$5,194-100.0%

$10,886-100.0%

WINDWARD DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WINDWARD DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion