Retirement plan

403B THRIFT PLAN OF EASTER SEALS WISCONSIN

Name: EASTER SEALS WISCONSIN - 403B THRIFT PLAN OF EASTER SEALS WISCONSIN (2023) Form 5500
Creator: EASTER SEALS WISCONSIN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403B THRIFT PLAN OF EASTER SEALS WISCONSIN, EASTER SEALS WISCONSIN

EASTER SEALS WISCONSINEIN 39-0824877Plan #004PY 2023

8001 EXCELSIOR DR STE 200 - MADISON, WI 537171956608-277-8288LinkedIn1-10 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.1M

+11.9% from 2022

Total participants

-4.7% from 2022

Average account balance

$85,880

+8.1% from 2022

Annual return

14.54%

+28.14 pp from 2022

Benchmarks

See 9,806 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,806 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.83M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

174.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131K

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

+12.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16246

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 codes2G3D2J

Plan features

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

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

$233K

$7074 / participant

Other / not subdivided$233K100.0%

% of EOY assets

4.607%

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

$85,880

$57,330+49.8%

$86,656-0.9%

$75,177+14.2%

Participation rate

93.9%

63.2%+30.7pp

71.7%+22.2pp

67.2%+26.7pp

Annual return

14.54%

2675.40%-2660.9pp

593.09%-578.5pp

160.75%-146.2pp

Employer contribution / active EE

$1,666

$2,316-28.1%

$3,025-45.0%

$2,671-37.6%

Participant deferral / active EE

$1,791

$3,320-46.0%

$4,439-59.6%

$4,126-56.6%

Admin fee / account holder

$3,957

$4,115-3.8%

$5,619-29.6%

$5,651-30.0%

403B THRIFT PLAN OF EASTER SEALS WISCONSIN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403B THRIFT PLAN OF EASTER SEALS WISCONSIN

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