Retirement plan

WILKIN MANAGEMENT GROUP INC 401 K PROFIT SHARING PLAN TRUST

Name: WILKIN MANAGEMENT GROUP INC - WILKIN MANAGEMENT GROUP INC 401 K PROFIT SHARING PLAN TRUST (2021) Form 5500
Creator: WILKIN MANAGEMENT GROUP INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILKIN MANAGEMENT GROUP INC 401 K PROFIT SHARING PLAN TRUST, WILKIN MANAGEMENT GROUP INC

WILKIN MANAGEMENT GROUP INCEIN 22-3117753Plan #002PY 2021

1655 VALLEY RD, SUITE 300 - WAYNE, NJ 07470201-560-0900wilkingrp.comLinkedIn51-200 employeesreal estate

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$1.2M

+20.6% from 2020

Total participants

-5.8% from 2020

Average account balance

$31,417

+20.6% from 2020

Annual return

12.17%

+7.89 pp from 2020

Benchmarks

See 3,755 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,755 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$241

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 codes2E2F2G2J2T3B

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

$298 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.948%

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

$31,417

$79,449-60.5%

$189,575-83.4%

$85,847-63.4%

Participation rate

74.4%

66.0%+8.4pp

78.4%-4.1pp

69.3%+5.0pp

Annual return

12.17%

18.45%-6.3pp

64.19%-52.0pp

318.61%-306.4pp

Employer contribution / active EE

$247

$2,081-88.1%

$4,412-94.4%

$2,565-90.4%

Participant deferral / active EE

$2,018

$4,051-50.2%

$6,174-67.3%

$3,952-48.9%

Admin fee / account holder

$298

$5,377-94.5%

$9,806-97.0%

$6,261-95.2%

WILKIN MANAGEMENT GROUP INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILKIN MANAGEMENT GROUP INC 401 K PROFIT SHARING PLAN 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