Retirement plan

WPS EMPLOYEE SAVINGS PLAN

Name: WHOLESALE PRODUCE SUPPLY, LLC - WPS EMPLOYEE SAVINGS PLAN (2016) Form 5500
Creator: WHOLESALE PRODUCE SUPPLY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WPS EMPLOYEE SAVINGS PLAN, WHOLESALE PRODUCE SUPPLY, LLC

WHOLESALE PRODUCE SUPPLY, LLCEIN 20-8832588Plan #001PY 2016

752 KASOTA CIRCLE - MINNEAPOLIS, MN 55414612-617-3327

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed March 29, 2010

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$6.4M

+12.6% from 2015

Total participants

146

+4.3% from 2015

Average account balance

$44,554

+7.9% from 2015

Annual return

7.00%

+9.60 pp from 2015

Benchmarks

See 2,366 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,366 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$10.14M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

160

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.

39.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+18.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$116

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
MIDWEST PENSION & PROFIT SHARING SE1 year Filed as: MIDWEST PENSION & PROFIT SHG SVCS Service code 13	Contract Administrator	$5,783
MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111	Indirect Investment Fees	$2,515
MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52	Indirect Investment Fees	$0
MIDWEST PENSION & PROFIT SHARING SE2+ years Filed as: MIDWEST PENSION & PROFIT SHARING SV Service code 13 · EIN 41-1447816 121 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402	Contract Administrator	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D2A3H3F

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$22 / participant

Investment mgmt$1K57.9%
Other / not subdivided$1K42.1%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BOYUM & BARENSCHEER PLLP
Auditor EIN: 416192096
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,554

$63,924-30.3%

$108,579-59.0%

$55,167-19.2%

Participation rate

98.3%

74.3%+23.9pp

79.6%+18.7pp

69.0%+29.3pp

Annual return

7.00%

15.31%-8.3pp

-51.70%+58.7pp

169.23%-162.2pp

Employer contribution / active EE

$1,593

$1,879-15.2%

$3,758-57.6%

$1,963-18.8%

Participant deferral / active EE

$2,473

$3,067-19.4%

$4,311-42.6%

$3,054-19.0%

Admin fee / account holder

$17

$618-97.2%

$7,645-99.8%

$504-96.5%

Provider

Service type

Compensation

MIDWEST PENSION & PROFIT SHARING SE1 year

Filed as: MIDWEST PENSION & PROFIT SHG SVCS

Service code 13

Contract Administrator

$5,783

MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INS CO

Service code 52 · EIN 04-1590850

1295 STATE STREET · SPRINGFIELD, MA 01111

Indirect Investment Fees

$2,515

MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 52

Indirect Investment Fees

MIDWEST PENSION & PROFIT SHARING SE2+ years

Filed as: MIDWEST PENSION & PROFIT SHARING SV

Service code 13 · EIN 41-1447816

121 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402

Contract Administrator

WPS EMPLOYEE SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WPS EMPLOYEE SAVINGS PLAN

Top hat statement on fileNQDC

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