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 (2022) 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 2022

P.O. BOX 044168 - RACINE, WI 534047003262-639-0900

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

-18.7% from 2021

Total participants

+13.3% from 2021

Average account balance

$67,173

-18.7% from 2021

Annual return

-18.07%

-35.03 pp from 2021

Benchmarks

See 10,382 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort10,382 peers

Snapshot2022

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

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

$72K

$6513 / participant

Other / not subdivided$72K100.0%

% of EOY assets

7.110%

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

$67,173

$99,644-32.6%

$86,438-22.3%

$134,532-50.1%

Participation rate

81.8%

82.1%-0.2pp

80.3%+1.5pp

81.2%+0.6pp

Annual return

-18.07%

6787.26%-6805.3pp

4397.19%-4415.3pp

418.27%-436.3pp

Employer contribution / active EE

$2,216

$4,402-49.7%

$3,769-41.2%

$4,741-53.3%

Participant deferral / active EE

$2,702

$7,247-62.7%

$6,952-61.1%

$6,401-57.8%

Admin fee / account holder

$4,776

$8,375-43.0%

$6,733-29.1%

$11,429-58.2%

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