Retirement plan

WISCONSIN MASONIC HOME, INC. RETIREMENT SAVINGS PLAN

Name: WISCONSIN MASONIC HOME, INC. AND AFFILIATED EMPLOYERS - WISCONSIN MASONIC HOME, INC. RETIREMENT SAVINGS PLAN (2020) Form 5500
Creator: WISCONSIN MASONIC HOME, INC. AND AFFILIATED EMPLOYERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WISCONSIN MASONIC HOME, INC. RETIREMENT SAVINGS PLAN, WISCONSIN MASONIC HOME, INC. AND AFFILIATED EMPLOYERS

WISCONSIN MASONIC HOME, INC. AND AFFILIATED EMPLOYERSEIN 39-0813463Plan #002PY 2020

410 N MAIN STREET - DOUSMAN, WI 53118262-619-2926

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$7.4M

+14.4% from 2019

Total participants

334

-6.2% from 2019

Average account balance

$47,735

+21.1% from 2019

Annual return

14.33%

-5.46 pp from 2019

Benchmarks

See 3,872 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,872 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.33M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

134

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.

27.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$704K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$258

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

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
JOHNSON BANK6+ years Service code 15 · EIN 39-1141446	Recordkeeping	$27,750

Plan features & details

Pension benefit codes2G2L2T2F2K

Plan features

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.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$28K

$98 / participant

Other / not subdivided$28K100.0%

% of EOY assets

0.373%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,735

$52,293-8.7%

$178,503-73.3%

$73,412-35.0%

Participation rate

37.1%

65.3%-28.2pp

81.9%-44.8pp

72.2%-35.1pp

Annual return

14.33%

34.75%-20.4pp

151.12%-136.8pp

59.30%-45.0pp

Employer contribution / active EE

$636

$1,736-63.4%

$5,011-87.3%

$2,234-71.5%

Participant deferral / active EE

$1,448

$2,333-37.9%

$5,202-72.2%

$3,806-61.9%

Admin fee / account holder

$178

$127+39.7%

$13,987-98.7%

$158+12.7%

Provider

Service type

Compensation

JOHNSON BANK6+ years

Service code 15 · EIN 39-1141446

Recordkeeping

$27,750

WISCONSIN MASONIC HOME, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WISCONSIN MASONIC HOME, INC. 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