Retirement plan

WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION RETIREMENT SAVINGS PLAN

Name: WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION - WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION RETIREMENT SAVINGS PLAN, WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION

WISCONSIN TRANSPORTATION BUILDERS ASSOCIATIONEIN 39-0138120Plan #001PY 2017

1 E. MAIN STREET, SUITE 300 - MADISON, WI 53703608-256-6891LinkedIn1-10 employeesconstruction

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.2M

-16.8% from 2016

Total participants

-42.9% from 2016

Average account balance

$540,546

+45.6% from 2016

Annual return

10.63%

+7.29 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.78M

Not enough data

1 years with asset history on file

Average account balance

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

$297K

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

$170K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+25.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1284

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$838K

$209412 / participant

Other / not subdivided$838K100.0%

% of EOY assets

38.741%

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

$540,546

$99,011+445.9%

$86,582+524.3%

$147,586+266.3%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

10.63%

1312.75%-1302.1pp

965.08%-954.5pp

578.59%-568.0pp

Employer contribution / active EE

$17,831

$3,132+469.3%

$2,839+528.0%

$4,876+265.6%

Participant deferral / active EE

$12,789

$3,972+222.0%

$3,609+254.4%

$5,439+135.2%

Admin fee / account holder

$209,412

$5,709+3568.2%

$4,904+4170.1%

$10,886+1823.7%

WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION RETIREMENT 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