Retirement plan

WHIP'S CARPENTRY 401(K) PROFIT SHARING PLAN

Name: WHIP'S CARPENTRY US, LLC - WHIP'S CARPENTRY 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: WHIP'S CARPENTRY US, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHIP'S CARPENTRY 401(K) PROFIT SHARING PLAN, WHIP'S CARPENTRY US, LLC

WHIP'S CARPENTRY US, LLCEIN 33-1222634Plan #001PY 2018

21405 NORTH 15TH LANE - PHOENIX, AZ 85027623-792-2200

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$160K

+46.3% from 2017

Total participants

+15.4% from 2017

Average account balance

$5,716

+20.2% from 2017

Annual return

-6.49%

-21.48 pp from 2017

Benchmarks

See 8,254 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,254 peers

Snapshot2018

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

Not enough data

0 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

-100.00%

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$7K

$302 / participant

Other / not subdivided$7K100.0%

% of EOY assets

4.532%

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

$5,716

$99,032-94.2%

$80,022-92.9%

$135,382-95.8%

Participation rate

91.7%

78.4%+13.3pp

75.8%+15.8pp

82.6%+9.0pp

Annual return

-6.49%

15.39%-21.9pp

11.22%-17.7pp

519.77%-526.3pp

Employer contribution / active EE

$1,146

$3,043-62.4%

$2,468-53.6%

$4,779-76.0%

Participant deferral / active EE

$1,399

$4,282-67.3%

$3,686-62.0%

$5,609-75.1%

Admin fee / account holder

$259

$10,436-97.5%

$6,521-96.0%

$10,829-97.6%

WHIP'S CARPENTRY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHIP'S CARPENTRY 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