Retirement plan

WYNMOOR COMMUNITY COUNCIL, INC. 401(K) PLAN

Name: WYNMOOR COMMUNITY COUNCIL, INC. - WYNMOOR COMMUNITY COUNCIL, INC. 401(K) PLAN (2018) Form 5500
Creator: WYNMOOR COMMUNITY COUNCIL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WYNMOOR COMMUNITY COUNCIL, INC. 401(K) PLAN, WYNMOOR COMMUNITY COUNCIL, INC.

WYNMOOR COMMUNITY COUNCIL, INC.EIN 23-7398864Plan #001PY 2018

1310 AVENUE OF THE STARS - COCONUT CREEK, FL 330661485954-978-2600wynmoor.comLinkedIn11-50 employeesenvironmental services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.4M

-4.3% from 2017

Total participants

209

+3.5% from 2017

Average account balance

$45,076

-7.5% from 2017

Annual return

-3.58%

-16.45 pp from 2017

Benchmarks

See 1,738 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,738 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.86M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

222

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.

97.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$830K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$237

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS · ALISO VIEJO, CA 92656	Advisory (Plan)	$41,699
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Service code 64 · EIN 42-1558009 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$19,344
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION STUDIO, LLC Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405	Contract Administrator	$12,467

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$21K

$135 / participant

Contract admin$21K100.0%

% of EOY assets

0.228%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SWIFT ENOS & ASSOCIATES, PA
Auditor EIN: 208489289
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,076

$44,873+0.5%

$79,467-43.3%

$56,289-19.9%

Participation rate

100.0%

68.7%+31.3pp

73.3%+26.7pp

69.9%+30.1pp

Annual return

-3.58%

0.81%-4.4pp

718.30%-721.9pp

-9.96%+6.4pp

Employer contribution / active EE

$2,180

$2,140+1.9%

$2,800-22.1%

$2,111+3.3%

Participant deferral / active EE

$2,255

$2,746-17.9%

$3,704-39.1%

$3,350-32.7%

Admin fee / account holder

$103

$418-75.5%

$5,104-98.0%

$521-80.3%

Provider

Service type

Compensation

NFP RETIREMENT INC3 years

Filed as: NFP RETIREMENT INC DBA 401K ADVISOR

Service code 27

120 VANTIS · ALISO VIEJO, CA 92656

Advisory (Plan)

$41,699

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Service code 64 · EIN 42-1558009

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$19,344

PENSION ASSURANCE LLP4+ years

Filed as: THE PENSION STUDIO, LLC

Service code 13 · EIN 54-2154380

1226 OMAR ROAD · WEST PALM BEACH, FL 33405

Contract Administrator

$12,467

WYNMOOR COMMUNITY COUNCIL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WYNMOOR COMMUNITY COUNCIL, INC. 401(K) PLAN

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