Retirement plan

W.M.G., INC. EMPLOYEES PROFIT SHARING PLAN AND TRU

Name: W.M.G., INC. - W.M.G., INC. EMPLOYEES PROFIT SHARING PLAN AND TRU (2017) Form 5500
Creator: W.M.G., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W.M.G., INC. EMPLOYEES PROFIT SHARING PLAN AND TRU, W.M.G., INC.

W.M.G., INC.EIN 36-3141422Plan #001PY 2017

465 LAKESIDE TERRACE - GLENCOE, IL 60022847-835-4655

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.9M

+29.7% from 2016

Total participants

0.0% from 2016

Average account balance

$2,929,685

+29.7% from 2016

Annual return

28.03%

+8.89 pp from 2016

Benchmarks

See 4,832 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,832 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.29M

Not enough data

1 years with asset history on file

Average account balance

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

$7.6M

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

$88K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

+13.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7088

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$14K

$6904 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.236%

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

$2,929,685

$149,679+1857.3%

$117,039+2403.2%

$147,586+1885.1%

Participation rate

100.0%

83.5%+16.5pp

77.2%+22.8pp

82.8%+17.2pp

Annual return

28.03%

19.31%+8.7pp

18.95%+9.1pp

578.59%-550.6pp

Employer contribution / active EE

$13,500

$4,937+173.5%

$3,785+256.7%

$4,876+176.8%

Participant deferral / active EE

$24,000

$4,912+388.6%

$3,929+510.8%

$5,439+341.3%

Admin fee / account holder

$6,904

$7,856-12.1%

$5,974+15.6%

$10,886-36.6%

W.M.G., INC. EMPLOYEES PROFIT SHARING PLAN AND TRU

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

W.M.G., INC. EMPLOYEES PROFIT SHARING PLAN AND TRU

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