Retirement plan

NORTHERN WISCONSIN MANUFACTURING CO INC EMPLOYEE RETIREMENT PLAN

Name: NORTHERN WISCONSIN MANUFACTURING CO - NORTHERN WISCONSIN MANUFACTURING CO INC EMPLOYEE RETIREMENT PLAN (2016) Form 5500
Creator: NORTHERN WISCONSIN MANUFACTURING CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHERN WISCONSIN MANUFACTURING CO INC EMPLOYEE RETIREMENT PLAN, NORTHERN WISCONSIN MANUFACTURING CO

NORTHERN WISCONSIN MANUFACTURING COEIN 39-0508510Plan #001PY 2016

610 PINE STREET - PEPIN, WI 54759715-442-4111pepinharrows.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$967K

No prior year

Total participants

No prior year

Average account balance

$64,488

No prior year

Annual return

4.76%

No prior year

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.19M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+8.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3407

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 codes2E2F2G2T3D

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.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$499 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.567%

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

$64,488

$88,707-27.3%

$74,184-13.1%

$273,972-76.5%

Participation rate

81.8%

79.4%+2.4pp

76.6%+5.2pp

83.0%-1.2pp

Annual return

4.76%

11.94%-7.2pp

17.74%-13.0pp

41.46%-36.7pp

Employer contribution / active EE

$9,774

$3,159+209.4%

$2,370+312.4%

$4,869+100.7%

Participant deferral / active EE

$1,816

$4,212-56.9%

$3,550-48.9%

$5,287-65.7%

Admin fee / account holder

$366

$8,717-95.8%

$5,586-93.5%

$10,133-96.4%

NORTHERN WISCONSIN MANUFACTURING CO INC EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHERN WISCONSIN MANUFACTURING CO INC EMPLOYEE RETIREMENT 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