Retirement plan

W. S. WILSON CORPORATION 401(K) PROFIT SHARING PLAN

Name: W. S. WILSON CORPORATION - W. S. WILSON CORPORATION 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: W. S. WILSON CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W. S. WILSON CORPORATION 401(K) PROFIT SHARING PLAN, W. S. WILSON CORPORATION

W. S. WILSON CORPORATIONEIN 11-1782756Plan #002PY 2019

24 HARBOR PARK DRIVE - PORT WASHINGTON, NY 11050516-621-8800wswilson.comLinkedIn11-50 employeeswholesale

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.6M

+18.8% from 2018

Total participants

-6.7% from 2018

Average account balance

$185,441

+27.5% from 2018

Annual return

21.95%

+27.13 pp from 2018

Benchmarks

See 9,236 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,236 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.71M

Not enough data

1 years with asset history on file

Average account balance

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

$274K

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.

125.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$399K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5951

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$671K

$19165 / participant

Other / not subdivided$671K100.0%

% of EOY assets

8.822%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$185,441

$83,485+122.1%

$125,195+48.1%

$72,976+154.1%

Participation rate

97.1%

73.3%+23.8pp

79.8%+17.4pp

69.5%+27.7pp

Annual return

21.95%

25.77%-3.8pp

43.79%-21.8pp

81.02%-59.1pp

Employer contribution / active EE

$8,422

$2,346+259.0%

$3,866+117.8%

$2,440+245.1%

Participant deferral / active EE

$4,871

$3,586+35.8%

$4,937-1.4%

$3,608+35.0%

Admin fee / account holder

$16,360

$5,518+196.5%

$9,704+68.6%

$5,124+219.3%

W. S. WILSON CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

W. S. WILSON CORPORATION 401(K) PROFIT SHARING 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