Retirement plan

WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION RETIREMENT SAVINGS PLAN

Name: WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION - WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION RETIREMENT SAVINGS PLAN (2022) 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 2022

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)

$1.5M

-41.5% from 2021

Total participants

0.0% from 2021

Average account balance

$294,317

-41.5% from 2021

Annual return

-1.83%

-14.39 pp from 2021

Benchmarks

See 39,290 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort39,290 peers

Snapshot2022

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

$1.1M

$226616 / participant

Other / not subdivided$1M100.0%

% of EOY assets

76.997%

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

$294,317

$92,743+217.3%

$82,744+255.7%

$134,532+118.8%

Participation rate

100.0%

75.2%+24.8pp

72.6%+27.4pp

81.2%+18.8pp

Annual return

-1.83%

946.63%-948.5pp

702.22%-704.1pp

418.27%-420.1pp

Employer contribution / active EE

$17,806

$3,273+444.1%

$3,008+491.9%

$4,741+275.6%

Participant deferral / active EE

$9,587

$4,802+99.7%

$4,395+118.2%

$6,401+49.8%

Admin fee / account holder

$226,616

$5,977+3691.3%

$5,325+4155.9%

$11,429+1882.9%

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