Retirement plan

TWD TRADEWINDS INC 401K PROFIT SHARING PLAN &

Name: TWD TRADEWINDS INC. - TWD TRADEWINDS INC 401K PROFIT SHARING PLAN & (2017) Form 5500
Creator: TWD TRADEWINDS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TWD TRADEWINDS INC 401K PROFIT SHARING PLAN &, TWD TRADEWINDS INC.

TWD TRADEWINDS INC.EIN 20-4980975Plan #001PY 2017

10555 - 86TH AVENUE - PLEASANT PRAIRIE, WI 53158262-605-3261twdtradewinds.comLinkedIn11-50 employeesbiotechnology

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$289K

+34.5% from 2016

Total participants

+8.3% from 2016

Average account balance

$22,198

+13.8% from 2016

Annual return

13.36%

+10.23 pp from 2016

Benchmarks

See 21,290 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,290 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.69M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

93.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

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

+8.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3448

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 codes2E2J2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$2K

$164 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.741%

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

$22,198

$98,240-77.4%

$82,312-73.0%

$147,586-85.0%

Participation rate

100.0%

79.7%+20.3pp

76.9%+23.1pp

82.8%+17.2pp

Annual return

13.36%

30.85%-17.5pp

25.88%-12.5pp

578.59%-565.2pp

Employer contribution / active EE

$2,356

$3,192-26.2%

$2,428-3.0%

$4,876-51.7%

Participant deferral / active EE

$1,138

$4,383-74.0%

$3,706-69.3%

$5,439-79.1%

Admin fee / account holder

$164

$8,563-98.1%

$5,608-97.1%

$10,886-98.5%

TWD TRADEWINDS INC 401K PROFIT SHARING PLAN &

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TWD TRADEWINDS INC 401K PROFIT SHARING 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