Retirement plan

W.R. MEADOWS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST

Name: W.R. MEADOWS, INC. - W.R. MEADOWS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST (2016) Form 5500
Creator: W.R. MEADOWS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W.R. MEADOWS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST, W.R. MEADOWS, INC.

W.R. MEADOWS, INC.EIN 36-1460730Plan #001PY 2016

300 INDUSTRIAL DRIVE - HAMPSHIRE, IL 60140847-214-2100

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$23.7M

+18.7% from 2015

Total participants

431

+9.7% from 2015

Average account balance

$55,091

+8.2% from 2015

Annual return

10.38%

+10.30 pp from 2015

Benchmarks

See 2,356 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,356 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$42.24M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

517

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

$3.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$32

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037	Directed Trustee	$10,234
SLC MANAGEMENT2+ years Filed as: SUN LIFE ASSURANCE CO. OF CANADA Service code 23 · EIN 38-1082080	Insurance services	$2,799
NORTHWESTERN MUTUAL INVESTMENT SERV2+ years Filed as: NORTHWESTERN MUTUAL Service code 23 · EIN 39-0509570	Insurance services	$2,790

Plan features & details

Pension benefit codes2E2F2G2J3B3D3H

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$18K

$49 / participant

Contract admin$18K100.0%

% of EOY assets

0.076%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PASQUESI SHEPPARD LLC
Auditor EIN: 364049282
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,091

$63,905-13.8%

$74,184-25.7%

$57,658-4.5%

Participation rate

100.0%

79.8%+20.2pp

76.6%+23.4pp

70.2%+29.8pp

Annual return

10.38%

60.60%-50.2pp

17.74%-7.4pp

5.13%+5.3pp

Employer contribution / active EE

$2,101

$1,840+14.1%

$2,370-11.4%

$1,974+6.4%

Participant deferral / active EE

$3,735

$3,448+8.3%

$3,550+5.2%

$3,061+22.0%

Admin fee / account holder

$42

$91-54.1%

$5,586-99.3%

$95-55.7%

Provider

Service type

Compensation

AMERICAN FUNDS2+ years

Filed as: CAPITAL RESEARCH & MANAGEMENT CO.

Service code 25 · EIN 95-1411037

Directed Trustee

$10,234

SLC MANAGEMENT2+ years

Filed as: SUN LIFE ASSURANCE CO. OF CANADA

Service code 23 · EIN 38-1082080

Insurance services

$2,799

NORTHWESTERN MUTUAL INVESTMENT SERV2+ years

Filed as: NORTHWESTERN MUTUAL

Service code 23 · EIN 39-0509570

Insurance services

$2,790

W.R. MEADOWS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

W.R. MEADOWS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN AND TRUST

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