Retirement plan

WINTHROP UNIVERSITY FOUNDATION 401(K) SAFE HARBOR PLAN

Name: WINTHROP UNIVERSITY FOUNDATION - WINTHROP UNIVERSITY FOUNDATION 401(K) SAFE HARBOR PLAN (2016) Form 5500
Creator: WINTHROP UNIVERSITY FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINTHROP UNIVERSITY FOUNDATION 401(K) SAFE HARBOR PLAN, WINTHROP UNIVERSITY FOUNDATION

WINTHROP UNIVERSITY FOUNDATIONEIN 23-7378001Plan #001PY 2016

302 TILLMAN HALL - ROCK HILL, SC 29733803-323-2229LinkedIn11-50 employeeshigher education

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$307K

No prior year

Total participants

No prior year

Average account balance

$20,461

No prior year

Annual return

11.52%

No prior year

Benchmarks

See 5,384 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,384 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$678K

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

260.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+16.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$64969

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 codes2E2G2J3D

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.
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.

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

$20,461

$65,712-68.9%

$57,196-64.2%

$273,972-92.5%

Participation rate

100.0%

78.3%+21.7pp

75.3%+24.7pp

83.0%+17.0pp

Annual return

11.52%

22.01%-10.5pp

14.59%-3.1pp

41.46%-29.9pp

Employer contribution / active EE

$6,218

$3,280+89.6%

$2,683+131.8%

$4,869+27.7%

Participant deferral / active EE

$7,856

$3,782+107.7%

$3,096+153.7%

$5,287+48.6%

Admin fee / account holder

$4,838-100.0%

$3,141-100.0%

$10,133-100.0%

WINTHROP UNIVERSITY FOUNDATION 401(K) SAFE HARBOR PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WINTHROP UNIVERSITY FOUNDATION 401(K) SAFE HARBOR 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