Retirement plan

WISCONSIN SCREEN PROCESS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: WISCONSIN SCREEN PROCESS, INC. - WISCONSIN SCREEN PROCESS, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: WISCONSIN SCREEN PROCESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WISCONSIN SCREEN PROCESS, INC. 401(K) PROFIT SHARING PLAN AND TRUST, WISCONSIN SCREEN PROCESS, INC.

WISCONSIN SCREEN PROCESS, INC.EIN 20-0986244Plan #001PY 2019

555 MAIN STREET, SUITE 300 - RACINE, WI 534034614262-619-2926

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1M

+33.9% from 2018

Total participants

+14.3% from 2018

Average account balance

$67,247

+16.1% from 2018

Annual return

26.72%

+34.90 pp from 2018

Benchmarks

See 8,830 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,830 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$967K

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

76.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2239

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 codes2E2G2J3D2T2F

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$8K

$704 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.838%

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

$67,247

$107,941-37.7%

$91,994-26.9%

$152,897-56.0%

Participation rate

91.7%

81.2%+10.5pp

78.6%+13.0pp

82.5%+9.2pp

Annual return

26.72%

89.28%-62.6pp

69.04%-42.3pp

345.43%-318.7pp

Employer contribution / active EE

$2,500

$4,212-40.6%

$3,453-27.6%

$4,764-47.5%

Participant deferral / active EE

$2,057

$6,366-67.7%

$5,924-65.3%

$5,851-64.8%

Admin fee / account holder

$564

$10,521-94.6%

$7,744-92.7%

$11,599-95.1%

WISCONSIN SCREEN PROCESS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WISCONSIN SCREEN PROCESS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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