Retirement plan

WPIAL PROFIT SHARING PLAN

Name: WESTERN PENNSYLVANIA INTERSCHOLASTIC ATHLETIC LEAGUE - WPIAL PROFIT SHARING PLAN (2017) Form 5500
Creator: WESTERN PENNSYLVANIA INTERSCHOLASTIC ATHLETIC LEAGUE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WPIAL PROFIT SHARING PLAN, WESTERN PENNSYLVANIA INTERSCHOLASTIC ATHLETIC LEAGUE

WESTERN PENNSYLVANIA INTERSCHOLASTIC ATHLETIC LEAGUEEIN 25-1219666Plan #001PY 2017

615 IRON CITY DRIVE, SUITE 300 - PITTSBURGH, PA 15205412-921-7181LinkedIn1-10 employees

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$508K

+2.9% from 2016

Total participants

0.0% from 2016

Average account balance

$101,557

+2.9% from 2016

Annual return

7.75%

+10.21 pp from 2016

Benchmarks

See 6,539 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,539 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$389K

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+7.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$561

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 codes3D2E2G2R3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$64K

$12823 / participant

Other / not subdivided$64K100.0%

% of EOY assets

12.627%

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

$101,557

$165,939-38.8%

$122,354-17.0%

$147,586-31.2%

Participation rate

100.0%

79.6%+20.4pp

71.6%+28.4pp

82.8%+17.2pp

Annual return

7.75%

34.56%-26.8pp

30.28%-22.5pp

578.59%-570.8pp

Employer contribution / active EE

$7,105

$5,754+23.5%

$4,051+75.4%

$4,876+45.7%

Participant deferral / active EE

$4,005-100.0%

$3,287-100.0%

$5,439-100.0%

Admin fee / account holder

$12,823

$7,425+72.7%

$5,479+134.1%

$10,886+17.8%

WPIAL PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WPIAL PROFIT SHARING 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