Retirement plan

WAYNE ART CENTER DEFINED CONTRIBUTION RETIREMENT PLAN

Name: WAYNE ART CENTER - WAYNE ART CENTER DEFINED CONTRIBUTION RETIREMENT PLAN (2018) Form 5500
Creator: WAYNE ART CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WAYNE ART CENTER DEFINED CONTRIBUTION RETIREMENT PLAN, WAYNE ART CENTER

WAYNE ART CENTEREIN 23-6392259Plan #001PY 2018

413 MAPLEWOOD AVE - WAYNE, PA 190874702610-688-3553wayneart.orgLinkedIn1-10 employeesarts and crafts

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$477K

+20.6% from 2017

Total participants

0.0% from 2017

Average account balance

$238,520

+20.6% from 2017

Annual return

11.91%

-2.44 pp from 2017

Benchmarks

See 5,839 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,839 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.12M

Not enough data

1 years with asset history on file

Average account balance

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

$187K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1107

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 codes2J

Plan features

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

0 tripped

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

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

$238,520

$69,518+243.1%

$59,883+298.3%

$135,382+76.2%

Participation rate

100.0%

77.8%+22.2pp

74.7%+25.3pp

82.6%+17.4pp

Annual return

11.91%

7.95%+4.0pp

3.46%+8.4pp

519.77%-507.9pp

Employer contribution / active EE

$6,023

$3,235+86.2%

$2,722+121.3%

$4,779+26.0%

Participant deferral / active EE

$28,433

$4,204+576.3%

$3,402+735.8%

$5,609+406.9%

Admin fee / account holder

$5,734-100.0%

$3,591-100.0%

$10,829-100.0%

WAYNE ART CENTER DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WAYNE ART CENTER DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion