Retirement plan

WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION RETIREMENT SAVINGS PLAN

Name: WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION - WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION RETIREMENT SAVINGS PLAN (2020) 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 2020

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)

$2.9M

+12.7% from 2019

Total participants

0.0% from 2019

Average account balance

$732,821

+12.7% from 2019

Annual return

8.78%

-1.09 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.14M

Not enough data

1 years with asset history on file

Average account balance

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

$357K

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

$180K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+10.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1332

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

$2K

$464 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.063%

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

$732,821

$100,911+626.2%

$90,440+710.3%

$158,966+361.0%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

8.78%

1726.62%-1717.8pp

1294.38%-1285.6pp

302.95%-294.2pp

Employer contribution / active EE

$14,767

$3,690+300.2%

$3,263+352.6%

$4,762+210.1%

Participant deferral / active EE

$10,525

$4,348+142.0%

$3,964+165.5%

$5,983+75.9%

Admin fee / account holder

$464

$6,507-92.9%

$5,615-91.7%

$11,250-95.9%

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