Retirement plan

WAMPUM HARDWARE CO. PROFIT SHARING 401(K) PLAN

Name: WAMPUM HARDWARE CO. - WAMPUM HARDWARE CO. PROFIT SHARING 401(K) PLAN (2015) Form 5500
Creator: WAMPUM HARDWARE CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WAMPUM HARDWARE CO. PROFIT SHARING 401(K) PLAN, WAMPUM HARDWARE CO.

WAMPUM HARDWARE CO.EIN 25-1050040Plan #001PY 2015

636 PADEN ROAD - NEW GALILEE, PA 16141724-336-4501LinkedIn201-500 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$25.5M

No prior year

Total participants

262

No prior year

Average account balance

$117,165

No prior year

Annual return

0.66%

No prior year

Benchmarks

See 3,906 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort3,906 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$44.09M

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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.

249

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.

85.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+12.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 1 by compensation

Provider	Service type	Compensation
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754	Recordkeeping	$25,973

Plan features & details

Pension benefit codes2E2F2G3D2J2T

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

$26K

$115 / participant

Contract admin$26K99.9%
Other / not subdivided$150.1%

% of EOY assets

0.102%

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: ARNETT CARBIS TOOTHMAN
Auditor EIN: 550486667
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$117,165

$54,320+115.7%

$67,653+73.2%

$52,331+123.9%

Participation rate

80.5%

73.6%+6.9pp

75.7%+4.9pp

68.1%+12.4pp

Annual return

0.66%

6.81%-6.1pp

6625.22%-6624.6pp

4.54%-3.9pp

Employer contribution / active EE

$6,624

$1,544+329.1%

$2,266+192.4%

$1,882+252.0%

Participant deferral / active EE

$2,471

$2,950-16.2%

$3,560-30.6%

$3,022-18.2%

Admin fee / account holder

$119

$527-77.4%

$4,821-97.5%

$592-79.8%

Provider

Service type

Compensation

ASCENSUS LLC1+ years

Filed as: ASCENSUS

Service code 15 · EIN 11-3665754

Recordkeeping

$25,973

WAMPUM HARDWARE CO. PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WAMPUM HARDWARE CO. PROFIT SHARING 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