Retirement plan

ALBERT WHITMAN & COMPANY 401(K) PROFIT SHARING PLAN

Name: ALBERT WHITMAN & COMPANY - ALBERT WHITMAN & COMPANY 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: ALBERT WHITMAN & COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALBERT WHITMAN & COMPANY 401(K) PROFIT SHARING PLAN, ALBERT WHITMAN & COMPANY

ALBERT WHITMAN & COMPANYEIN 36-1962790Plan #001PY 2015

250 SOUTH NORTHWEST HIGHWAY, SUITE 320 - PARK RIDGE, IL 60068847-232-2800albertwhitman.comLinkedIn11-50 employeespublishing

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$771K

No prior year

Total participants

No prior year

Average account balance

$51,384

No prior year

Annual return

-0.99%

No prior year

Benchmarks

See 6,945 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort6,945 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.24M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

330.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10593

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 codes2E2F2G2J2T3D

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$192

$10 / participant

Other / not subdivided$192100.0%

% of EOY assets

0.025%

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

$51,384

$86,701-40.7%

$73,309-29.9%

$125,389-59.0%

Participation rate

50.0%

78.6%-28.6pp

74.9%-24.9pp

83.2%-33.2pp

Annual return

-0.99%

2.78%-3.8pp

5.67%-6.7pp

282.24%-283.2pp

Employer contribution / active EE

$994

$4,152-76.1%

$3,237-69.3%

$4,866-79.6%

Participant deferral / active EE

$1,173

$5,549-78.9%

$4,991-76.5%

$5,352-78.1%

Admin fee / account holder

$13

$7,768-99.8%

$5,635-99.8%

$9,541-99.9%

ALBERT WHITMAN & COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALBERT WHITMAN & COMPANY 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