Retirement plan

WISCONSIN INSTITUTE OF UROLOGY SC 401(K) PROFIT SHARING PLAN

Name: WISCONSIN INSTITUTE OF UROLOGY SC - WISCONSIN INSTITUTE OF UROLOGY SC 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: WISCONSIN INSTITUTE OF UROLOGY SC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WISCONSIN INSTITUTE OF UROLOGY SC 401(K) PROFIT SHARING PLAN, WISCONSIN INSTITUTE OF UROLOGY SC

WISCONSIN INSTITUTE OF UROLOGY SCEIN 27-2606014Plan #001PY 2022

1265 WEST AMERICAN DRIVE - NEENAH, WI 54956920-722-7747wisurology.comLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$24.4M

-17.4% from 2021

Total participants

113

+15.3% from 2021

Average account balance

$244,053

-25.7% from 2021

Annual return

-17.53%

-34.95 pp from 2021

Benchmarks

See 19,706 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,706 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

$346K

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

+7.53%

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

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 codes2E2F2G2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$669K

$8806 / participant

Other / not subdivided$669K100.0%

% of EOY assets

2.742%

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

$244,053

$73,848+230.5%

$143,799+69.7%

$68,486+256.4%

Participation rate

82.9%

66.7%+16.2pp

80.3%+2.6pp

67.9%+15.0pp

Annual return

-17.53%

0.91%-18.4pp

-0.04%-17.5pp

-7.85%-9.7pp

Employer contribution / active EE

$2,895

$3,184-9.1%

$4,952-41.5%

$2,597+11.5%

Participant deferral / active EE

$4,940

$3,385+46.0%

$5,638-12.4%

$4,028+22.7%

Admin fee / account holder

$6,693

$5,755+16.3%

$14,677-54.4%

$5,404+23.8%

WISCONSIN INSTITUTE OF UROLOGY SC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WISCONSIN INSTITUTE OF UROLOGY SC 401(K) 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