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 (2017) 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 2017

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$29.1M

+22.3% from 2016

Total participants

466

+8.1% from 2016

Average account balance

$62,474

+13.4% from 2016

Annual return

16.81%

+6.43 pp from 2016

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

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 FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037	Directed Trustee	$12,589
NORTHWESTERN MUTUAL INVESTMENT SERV3+ years Filed as: NORTHWESTERN MUTUAL Service code 23 · EIN 39-0509570	Insurance services	$5,271
SLC MANAGEMENT3+ years Filed as: SUN LIFE ASSURANCE CO. OF CANADA Service code 23 · EIN 38-1082080	Insurance services	$2,799

Plan features & details

Pension benefit codes2E2F2G2J2K3B3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

$20K

$52 / participant

Contract admin$20K100.0%

% of EOY assets

0.070%

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

$62,474

$69,305-9.9%

$82,312-24.1%

$69,631-10.3%

Participation rate

99.7%

80.3%+19.5pp

76.9%+22.9pp

70.7%+29.1pp

Annual return

16.81%

21.47%-4.7pp

25.88%-9.1pp

27571.02%-27554.2pp

Employer contribution / active EE

$2,131

$1,887+12.9%

$2,428-12.3%

$2,032+4.9%

Participant deferral / active EE

$3,617

$3,568+1.4%

$3,706-2.4%

$3,224+12.2%

Admin fee / account holder

$44

$97-54.9%

$5,608-99.2%

$110-60.3%

Provider

Service type

Compensation

AMERICAN FUNDS3+ years

Filed as: CAPITAL RESEARCH & MANAGEMENT CO.

Service code 25 · EIN 95-1411037

Directed Trustee

$12,589

NORTHWESTERN MUTUAL INVESTMENT SERV3+ years

Filed as: NORTHWESTERN MUTUAL

Service code 23 · EIN 39-0509570

Insurance services

$5,271

SLC MANAGEMENT3+ years

Filed as: SUN LIFE ASSURANCE CO. OF CANADA

Service code 23 · EIN 38-1082080

Insurance services

$2,799

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