Retirement plan

GWR MEDICAL INC 401 K PROFIT SHARING PLAN TRUST

Name: GWR MEDICAL INC - GWR MEDICAL INC 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: GWR MEDICAL INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GWR MEDICAL INC 401 K PROFIT SHARING PLAN TRUST, GWR MEDICAL INC

GWR MEDICAL INCEIN 23-3099745Plan #001PY 2016

4 HILLMAN DRIVE, SUITE 106 - CHADDS FORD, PA 19317610-558-6000topicaloxygen.comLinkedIn11-50 employeesmedical devices

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+14.8% from 2015

Total participants

+11.8% from 2015

Average account balance

$38,419

-1.1% from 2015

Annual return

5.86%

-21.99 pp from 2015

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.97M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

207.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$362K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+17.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1886

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 codes2E2F2G2J2T3D3H

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.
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

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

$22K

$1014 / participant

Other / not subdivided$22K100.0%

% of EOY assets

1.613%

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

$38,419

$88,707-56.7%

$74,184-48.2%

$273,972-86.0%

Participation rate

90.9%

79.4%+11.5pp

76.6%+14.3pp

83.0%+7.9pp

Annual return

5.86%

11.94%-6.1pp

17.74%-11.9pp

41.46%-35.6pp

Employer contribution / active EE

$2,581

$3,159-18.3%

$2,370+8.9%

$4,869-47.0%

Participant deferral / active EE

$3,327

$4,212-21.0%

$3,550-6.3%

$5,287-37.1%

Admin fee / account holder

$620

$8,717-92.9%

$5,586-88.9%

$10,133-93.9%

GWR MEDICAL INC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GWR MEDICAL 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