Retirement plan

ALBERT WHITMAN & COMPANY 401(K) PROFIT SHARING PLAN

Name: ALBERT WHITMAN & COMPANY - ALBERT WHITMAN & COMPANY 401(K) PROFIT SHARING PLAN (2017) 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 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+25.7% from 2016

Total participants

-7.7% from 2016

Average account balance

$57,310

+38.9% from 2016

Annual return

18.09%

+7.43 pp from 2016

Benchmarks

See 8,045 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,045 peers

Snapshot2017

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

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

$23K

$1144 / participant

Other / not subdivided$23K100.0%

% of EOY assets

2.101%

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

$57,310

$105,856-45.9%

$90,161-36.4%

$147,586-61.2%

Participation rate

75.0%

79.7%-4.7pp

76.9%-1.9pp

82.8%-7.8pp

Annual return

18.09%

37.63%-19.5pp

34.89%-16.8pp

578.59%-560.5pp

Employer contribution / active EE

$1,555

$4,126-62.3%

$3,318-53.2%

$4,876-68.1%

Participant deferral / active EE

$2,863

$5,733-50.1%

$5,287-45.8%

$5,439-47.4%

Admin fee / account holder

$1,204

$8,046-85.0%

$5,943-79.7%

$10,886-88.9%

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