Retirement plan

GREEN BAY ELECTRICAL WORKERS PENSION PLAN

Name: GREEN BAY ELECTRICAL WORKERS - GREEN BAY ELECTRICAL WORKERS PENSION PLAN (2020) Form 5500
Creator: GREEN BAY ELECTRICAL WORKERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREEN BAY ELECTRICAL WORKERS PENSION PLAN, GREEN BAY ELECTRICAL WORKERS

GREEN BAY ELECTRICAL WORKERSEIN 39-0940777Plan #001PY 2020

2970 GREENBRIER ROAD - GREEN BAY, WI 54311920-432-0158LinkedIn1-10 employeesconsumer services

Prospect flagsHigh feesLow participant contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$146.7M

+14.0% from 2019

Total participants

912

+18.1% from 2019

Average account balance

$160,910

-3.5% from 2019

Annual return

14.72%

-7.43 pp from 2019

Benchmarks

See 1,282 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,282 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$176.23M

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

924

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.

90.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$171

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

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Service providers

Top 9 by compensation

Provider	Service type	Compensation
PRIAC1 year Service code 10 · EIN 06-1050034	Accounting	$80,820
REINHART BOERNER VAN DEUREN S.C.1 year Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 10 · EIN 39-1126909	Accounting	$54,727
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING LLC Service code 10 · EIN 59-3676225	Accounting	$32,000
BAUMAN ASSOCIATES5 years Filed as: BAUMAN ASSOCIATES LTD Service code 10 · EIN 06-1050034	Accounting	$28,225
WISCONSIN SHEET METAL H&W FUND1 year Filed as: WISCONSIN ELECTRICAL EMPLOYEES HEAL Service code 10 · EIN 39-1651543	Accounting	$6,524
GREEN BAY ELECTRICAL WORKERS4 years Service code 10 · EIN 39-0940777	Accounting	$5,976
FRICKE PRINTING SERVICES, INC1 year Service code 10 · EIN 39-1146556	Accounting	$1,491
EBERTS & HARRISON1 year Filed as: EBERTS & HARRISON INC Service code 49 · EIN 52-0816262	Other Services	$609
PRUDENTIAL RETIREMENT INSURANCE AND1 year Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2J2E2G2T

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.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$452K

$598 / participant

Other / not subdivided$452K100.0%

% of EOY assets

0.308%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAUMAN ASSOCIATES, LTD
Auditor EIN: 391277627
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$160,910

$91,517+75.8%

$101,275+58.9%

$73,412+119.2%

Participation rate

100.0%

73.8%+26.2pp

75.8%+24.2pp

72.2%+27.8pp

Annual return

14.72%

17.17%-2.5pp

46.48%-31.8pp

59.30%-44.6pp

Employer contribution / active EE

$7,220

$2,877+151.0%

$3,660+97.3%

$2,234+223.2%

Participant deferral / active EE

$456

$3,338-86.4%

$4,371-89.6%

$3,806-88.0%

Admin fee / account holder

$495

$216+129.5%

$5,948-91.7%

$158+213.8%

Provider

Service type

Compensation

PRIAC1 year

Service code 10 · EIN 06-1050034

Accounting

$80,820

REINHART BOERNER VAN DEUREN S.C.1 year

Filed as: REINHART BOERNER VAN DEUREN NORRIS

Service code 10 · EIN 39-1126909

Accounting

$54,727

ANDCO CONSULTING3 years

Filed as: ANDCO CONSULTING LLC

Service code 10 · EIN 59-3676225

Accounting

$32,000

BAUMAN ASSOCIATES5 years

Filed as: BAUMAN ASSOCIATES LTD

Service code 10 · EIN 06-1050034

Accounting

$28,225

WISCONSIN SHEET METAL H&W FUND1 year

Filed as: WISCONSIN ELECTRICAL EMPLOYEES HEAL

Service code 10 · EIN 39-1651543

Accounting

$6,524

GREEN BAY ELECTRICAL WORKERS4 years

Service code 10 · EIN 39-0940777

Accounting

$5,976

FRICKE PRINTING SERVICES, INC1 year

Service code 10 · EIN 39-1146556

Accounting

$1,491

EBERTS & HARRISON1 year

Filed as: EBERTS & HARRISON INC

Service code 49 · EIN 52-0816262

Other Services

$609

PRUDENTIAL RETIREMENT INSURANCE AND1 year

Filed as: PRUDENTIAL INSURANCE COMPANY OF AME

Service code 15

Recordkeeping

GREEN BAY ELECTRICAL WORKERS PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREEN BAY ELECTRICAL WORKERS PENSION 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