Retirement plan

WUNDER LIGHTING & CONTROLS, INC. 401(K) PROFIT SHARING & TRUST

Name: WUNDER LIGHTING & CONTROLS INC - WUNDER LIGHTING & CONTROLS, INC. 401(K) PROFIT SHARING & TRUST (2022) Form 5500
Creator: WUNDER LIGHTING & CONTROLS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WUNDER LIGHTING & CONTROLS, INC. 401(K) PROFIT SHARING & TRUST, WUNDER LIGHTING & CONTROLS INC

WUNDER LIGHTING & CONTROLS INCEIN 20-4298061Plan #001PY 2022

2872 YGNACIO VALLEY ROAD, #190 - WALNUT CREEK, CA 94598510-812-7301LinkedIn1-10 employeesentertainment

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.9M

-15.7% from 2021

Total participants

+25.0% from 2021

Average account balance

$464,963

-15.7% from 2021

Annual return

-20.38%

-38.58 pp from 2021

Benchmarks

See 22,373 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,373 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.12M

Not enough data

1 years with asset history on file

Average account balance

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

$623K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$82K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+10.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4279

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 codes2E2F2G2J2T3D

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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$4K

$710 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.191%

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

$464,963

$100,792+361.3%

$86,691+436.3%

$134,509+245.7%

Participation rate

80.0%

78.9%+1.1pp

76.6%+3.4pp

81.2%-1.2pp

Annual return

-20.38%

29.08%-49.5pp

35.94%-56.3pp

418.13%-438.5pp

Employer contribution / active EE

$9,844

$3,491+182.0%

$2,837+247.0%

$4,741+107.7%

Participant deferral / active EE

$10,660

$5,339+99.7%

$4,656+129.0%

$6,400+66.6%

Admin fee / account holder

$888

$10,924-91.9%

$7,492-88.1%

$11,427-92.2%

WUNDER LIGHTING & CONTROLS, INC. 401(K) PROFIT SHARING & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WUNDER LIGHTING & CONTROLS, INC. 401(K) PROFIT SHARING & 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