Retirement plan

THE WILDERNESS CENTER, INC. 401(K) PLAN

Name: THE WILDERNESS CENTER, INC. - THE WILDERNESS CENTER, INC. 401(K) PLAN (2015) Form 5500
Creator: THE WILDERNESS CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE WILDERNESS CENTER, INC. 401(K) PLAN, THE WILDERNESS CENTER, INC.

THE WILDERNESS CENTER, INC.EIN 34-0943581Plan #001PY 2015

9877 ALABAMA AVE. SW - WILMOT, OH 44689330-359-5235wildernesscenter.orgLinkedIn11-50 employeesrecreational facilities and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$332K

No prior year

Total participants

No prior year

Average account balance

$33,173

No prior year

Annual return

0.20%

No prior year

Benchmarks

See 5,117 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort5,117 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$456K

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1210

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 codes2E2G2J2T3D2F

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

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

$278K

$27810 / participant

Other / not subdivided$278K100.0%

% of EOY assets

83.834%

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

$33,173

$140,578-76.4%

$100,671-67.0%

$125,389-73.5%

Participation rate

100.0%

80.4%+19.6pp

70.7%+29.3pp

83.2%+16.8pp

Annual return

0.20%

24.67%-24.5pp

20.43%-20.2pp

282.24%-282.0pp

Employer contribution / active EE

$2,212

$5,965-62.9%

$4,012-44.9%

$4,866-54.5%

Participant deferral / active EE

$2,432

$3,981-38.9%

$3,144-22.7%

$5,352-54.6%

Admin fee / account holder

$27,810

$6,716+314.1%

$4,850+473.4%

$9,541+191.5%

THE WILDERNESS CENTER, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE WILDERNESS CENTER, INC. 401(K) 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