Retirement plan

WTW ARCHITECTS, INC. 401(K) SAVINGS PLAN

Name: WTW ARCHITECTS, INC. - WTW ARCHITECTS, INC. 401(K) SAVINGS PLAN (2017) Form 5500
Creator: WTW ARCHITECTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WTW ARCHITECTS, INC. 401(K) SAVINGS PLAN, WTW ARCHITECTS, INC.

WTW ARCHITECTS, INC.EIN 25-1203443Plan #003PY 2017

127 ANDERSON STREET, SUITE 301 - PITTSBURGH, PA 15212412-321-0550

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.2M

+4.5% from 2016

Total participants

-9.3% from 2016

Average account balance

$158,853

+15.2% from 2016

Annual return

15.54%

+10.63 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4K

Not enough data

1 years with asset history on file

Average account balance

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

$572

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$488249

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$971K

$31322 / participant

Other / not subdivided$971K100.0%

% of EOY assets

15.673%

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

$158,853

$85,766+85.2%

$136,298+16.5%

$70,126+126.5%

Participation rate

100.0%

74.2%+25.8pp

81.9%+18.1pp

69.5%+30.5pp

Annual return

15.54%

31.46%-15.9pp

5156.27%-5140.7pp

73.15%-57.6pp

Employer contribution / active EE

$3,964

$2,966+33.7%

$4,696-15.6%

$2,343+69.2%

Participant deferral / active EE

$6,203

$5,051+22.8%

$6,247-0.7%

$3,332+86.2%

Admin fee / account holder

$24,897

$5,421+359.3%

$9,244+169.3%

$4,645+435.9%

WTW ARCHITECTS, INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WTW ARCHITECTS, INC. 401(K) SAVINGS 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