Retirement plan

WGN ENTERPRISES, INC. 401(K) PLAN

Name: W. G. N. ENTERPRISES, INC. - WGN ENTERPRISES, INC. 401(K) PLAN (2015) Form 5500
Creator: W. G. N. ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WGN ENTERPRISES, INC. 401(K) PLAN, W. G. N. ENTERPRISES, INC.

W. G. N. ENTERPRISES, INC.EIN 35-1983352Plan #003PY 2015

10340 PLEASANT STREET, SUITE 400 - NOBLESVILLE, IN 46060317-770-0795

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$949K

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

-5.00%

No prior year

Benchmarks

See 3,850 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort3,850 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.82M

Not enough data

1 years with asset history on file

Average account balance

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

$912K

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

$26K

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

+6.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10760

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 codes2E2J3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$12K

Other / not subdivided$12K100.0%

% of EOY assets

1.212%

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

$106,115-100.0%

$85,969-100.0%

$125,389-100.0%

Participation rate

0.0%

84.1%-84.1pp

76.5%-76.5pp

83.2%-83.2pp

Annual return

-5.00%

13.93%-18.9pp

9.32%-14.3pp

282.24%-287.2pp

Employer contribution / active EE

$4,537-100.0%

$3,474-100.0%

$4,866-100.0%

Participant deferral / active EE

$4,859-100.0%

$3,829-100.0%

$5,352-100.0%

Admin fee / account holder

$8,144-100.0%

$6,053-100.0%

$9,541-100.0%

WGN ENTERPRISES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WGN ENTERPRISES, 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