Retirement plan

WADE TRIM GROUP, INC. PROFIT SHARING & 401K SAVINGS PLAN

Name: WADE TRIM GROUP, INC. - WADE TRIM GROUP, INC. PROFIT SHARING & 401K SAVINGS PLAN (2017) Form 5500
Creator: WADE TRIM GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WADE TRIM GROUP, INC. PROFIT SHARING & 401K SAVINGS PLAN, WADE TRIM GROUP, INC.

WADE TRIM GROUP, INC.EIN 38-2236295Plan #002PY 2017

500 GRISWOLD AVENUE, SUITE 2500 - DETROIT, MI 48226313-961-3650LinkedIn1-10 employees

Other plans on this EIN

1 filing

#003Retirement-$848K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$47.4M

+15.5% from 2016

Total participants

640

+18.5% from 2016

Average account balance

$76,787

-2.9% from 2016

Annual return

16.76%

+7.24 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$86.98M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

887

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.

96.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.52M

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

+13.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$147

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC1 year Filed as: CAPTRUST FINANCIAL PARTNERS Service code 16 4208 SIX FORKS RD · RALEIGH, NC 27609	Consulting	$38,343
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$35,196
KESTRA INVESTMENT SERVICES LLC2 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 26 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746	Advisory (Participants)	$35,000

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

$109K

$247 / participant

Investment mgmt$35K32.2%
Other / not subdivided$74K67.8%

% of EOY assets

0.229%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: REHMANN ROBSON LLC
Auditor EIN: 383635706
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,787

$155,795-50.7%

$136,294-43.7%

$69,631+10.3%

Participation rate

94.8%

75.2%+19.5pp

81.9%+12.9pp

70.7%+24.1pp

Annual return

16.76%

232464.33%-232447.6pp

5155.94%-5139.2pp

27571.02%-27554.3pp

Employer contribution / active EE

$1,631

$2,991-45.5%

$4,695-65.3%

$2,032-19.7%

Participant deferral / active EE

$5,245

$5,394-2.7%

$6,247-16.0%

$3,224+62.7%

Admin fee / account holder

$176

$128+37.2%

$9,243-98.1%

$110+59.3%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC1 year

Filed as: CAPTRUST FINANCIAL PARTNERS

Service code 16

4208 SIX FORKS RD · RALEIGH, NC 27609

Consulting

$38,343

T ROWE PRICE RPS INC2 years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$35,196

KESTRA INVESTMENT SERVICES LLC2 years

Filed as: KESTRA ADVISORY SERVICES LLC

Service code 26

1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746

Advisory (Participants)

$35,000

WADE TRIM GROUP, INC. PROFIT SHARING & 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WADE TRIM GROUP, INC. PROFIT SHARING & 401K SAVINGS 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