Retirement plan

WHIBCO OF NEW JERSEY, INC. DORCHESTER PLANT RETIREMENT INCOME SAVINGS 401K PLAN

Name: WHIBCO OF NEW JERSEY, INC. - WHIBCO OF NEW JERSEY, INC. DORCHESTER PLANT RETIREMENT INCOME SAVINGS 401K PLAN (2018) Form 5500
Creator: WHIBCO OF NEW JERSEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHIBCO OF NEW JERSEY, INC. DORCHESTER PLANT RETIREMENT INCOME SAVINGS 401K PLAN, WHIBCO OF NEW JERSEY, INC.

WHIBCO OF NEW JERSEY, INC.EIN 20-0453681Plan #005PY 2018

87 E. COMMERCE STREET - BRIDGETON, NJ 08302856-455-9200LinkedIn11-50 employeesmining & metals

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$425K

-2.9% from 2017

Total participants

0.0% from 2017

Average account balance

$141,817

-2.9% from 2017

Annual return

-5.01%

-22.19 pp from 2017

Benchmarks

See 1,803 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,803 peers

Snapshot2018

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

Not enough data

0 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

+7.38%

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 codes2E2J2G3D2F

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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$45

$23 / participant

Other / not subdivided$45100.0%

% of EOY assets

0.011%

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

$141,817

$147,167-3.6%

$111,392+27.3%

$135,380+4.8%

Participation rate

100.0%

84.0%+16.0pp

78.9%+21.1pp

82.6%+17.4pp

Annual return

-5.01%

-4.44%-0.6pp

-2.06%-2.9pp

519.81%-524.8pp

Employer contribution / active EE

$3,318

$5,204-36.3%

$4,328-23.3%

$4,779-30.6%

Participant deferral / active EE

$1,255

$6,565-80.9%

$5,567-77.5%

$5,609-77.6%

Admin fee / account holder

$15

$20,270-99.9%

$12,266-99.9%

$10,828-99.9%

WHIBCO OF NEW JERSEY, INC. DORCHESTER PLANT RETIREMENT INCOME SAVINGS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHIBCO OF NEW JERSEY, INC. DORCHESTER PLANT RETIREMENT INCOME SAVINGS 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