Retirement plan

WTW ARCHITECTS, INC. 401(K) SAVINGS PLAN

Name: WTW ARCHITECTS, INC. - WTW ARCHITECTS, INC. 401(K) SAVINGS PLAN (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.8M

+5.0% from 2018

Total participants

+2.9% from 2018

Average account balance

$166,982

+2.0% from 2018

Annual return

19.57%

+24.70 pp from 2018

Benchmarks

See 25,909 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,909 peers

Snapshot2019

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

$1.2M

$39040 / participant

Other / not subdivided$1M100.0%

% of EOY assets

21.376%

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

$166,982

$89,370+86.8%

$141,197+18.3%

$72,976+128.8%

Participation rate

100.0%

75.1%+24.9pp

82.5%+17.5pp

69.5%+30.5pp

Annual return

19.57%

111.88%-92.3pp

71.41%-51.8pp

81.02%-61.4pp

Employer contribution / active EE

$6,973

$3,115+123.9%

$4,736+47.2%

$2,440+185.8%

Participant deferral / active EE

$6,693

$5,419+23.5%

$6,710-0.3%

$3,608+85.5%

Admin fee / account holder

$35,693

$5,957+499.2%

$10,265+247.7%

$5,124+596.6%

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