Retirement plan

WINTRISS CONTROLS GROUP, LLC RETIREMENT SAVINGS PLAN

Name: WINTRISS CONTROLS GROUP, LLC - WINTRISS CONTROLS GROUP, LLC RETIREMENT SAVINGS PLAN (2020) Form 5500
Creator: WINTRISS CONTROLS GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINTRISS CONTROLS GROUP, LLC RETIREMENT SAVINGS PLAN, WINTRISS CONTROLS GROUP, LLC

WINTRISS CONTROLS GROUP, LLCEIN 27-0900752Plan #001PY 2020

100 DISCOVERY WAY, UNIT 110 - ACTON, MA 01720978-268-2704wintriss.comLinkedIn11-50 employeesindustrial automation

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$9.4M

-4.1% from 2019

Total participants

-2.2% from 2019

Average account balance

$213,340

-4.1% from 2019

Annual return

8.10%

-12.54 pp from 2019

Benchmarks

See 14,879 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,879 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.23M

Not enough data

1 years with asset history on file

Average account balance

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

$213K

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.

111.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$465K

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

+8.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19863

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 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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.6M

$39715 / participant

Other / not subdivided$2M100.0%

% of EOY assets

17.346%

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

$213,340

$78,423+172.0%

$95,964+122.3%

$79,856+167.2%

Participation rate

100.0%

73.5%+26.5pp

77.1%+22.9pp

69.6%+30.4pp

Annual return

8.10%

19.37%-11.3pp

91.64%-83.5pp

31.71%-23.6pp

Employer contribution / active EE

$3,189

$1,945+63.9%

$2,541+25.5%

$2,471+29.0%

Participant deferral / active EE

$7,407

$3,440+115.3%

$4,167+77.8%

$3,741+98.0%

Admin fee / account holder

$37,007

$5,622+558.3%

$6,797+444.4%

$5,306+597.4%

WINTRISS CONTROLS GROUP, LLC RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINTRISS CONTROLS GROUP, LLC RETIREMENT 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