Retirement plan

WARSAW PENNYSAVER, INC. 401(K) PLAN

Name: WARSAW PENNYSAVER, INC. - WARSAW PENNYSAVER, INC. 401(K) PLAN (2018) Form 5500
Creator: WARSAW PENNYSAVER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WARSAW PENNYSAVER, INC. 401(K) PLAN, WARSAW PENNYSAVER, INC.

WARSAW PENNYSAVER, INC.EIN 16-0837854Plan #001PY 2018

72 NORTH MAIN STREET - WARSAW, NY 14569585-786-8161warsawpennysaver.comLinkedIn1-10 employeespublic safety

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$2M

+12.7% from 2017

Total participants

-11.1% from 2017

Average account balance

$253,127

+26.8% from 2017

Annual return

6.61%

+1.05 pp from 2017

Benchmarks

See 8,370 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,370 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.50M

Not enough data

1 years with asset history on file

Average account balance

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

$250K

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.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+5.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$43

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 codes2E2F3D

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).
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$605

$86 / participant

Other / not subdivided$605100.0%

% of EOY assets

0.030%

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

$253,127

$97,027+160.9%

$83,323+203.8%

$135,382+87.0%

Participation rate

100.0%

80.4%+19.6pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

6.61%

12.31%-5.7pp

10.63%-4.0pp

519.77%-513.2pp

Employer contribution / active EE

$9,286

$4,143+124.1%

$3,379+174.8%

$4,779+94.3%

Participant deferral / active EE

$6,492

$5,964+8.8%

$5,565+16.7%

$5,609+15.7%

Admin fee / account holder

$76

$8,427-99.1%

$7,539-99.0%

$10,829-99.3%

WARSAW PENNYSAVER, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WARSAW PENNYSAVER, INC. 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