Retirement plan

FOX VALLEY WOOD PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

Name: FOX VALLEY WOOD PRODUCTS, INC. - FOX VALLEY WOOD PRODUCTS, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: FOX VALLEY WOOD PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FOX VALLEY WOOD PRODUCTS, INC. 401(K) PROFIT SHARING PLAN, FOX VALLEY WOOD PRODUCTS, INC.

FOX VALLEY WOOD PRODUCTS, INC.EIN 39-1193336Plan #001PY 2018

W. 811 HIGHWAY 96 - KAUKAUNA, WI 54130920-766-4069foxvalleywoodproducts.comLinkedIn11-50 employeespackaging and containers

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$20.2M

+6.5% from 2017

Total participants

+20.0% from 2017

Average account balance

$470,389

-8.4% from 2017

Annual return

5.13%

-6.45 pp from 2017

Benchmarks

See 5,892 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,892 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.75M

Not enough data

1 years with asset history on file

Average account balance

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

$295K

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.

131.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$715K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+8.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$169899

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 codes2E2F2G2J2T3B3D

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$212K

$6239 / participant

Other / not subdivided$212K100.0%

% of EOY assets

1.049%

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

$470,389

$61,660+662.9%

$80,022+487.8%

$64,173+633.0%

Participation rate

85.3%

71.7%+13.6pp

75.8%+9.5pp

69.6%+15.7pp

Annual return

5.13%

-0.33%+5.5pp

11.22%-6.1pp

7.63%-2.5pp

Employer contribution / active EE

$9,803

$1,810+441.5%

$2,468+297.2%

$2,381+311.8%

Participant deferral / active EE

$3,046

$2,968+2.7%

$3,686-17.3%

$3,470-12.2%

Admin fee / account holder

$4,933

$5,417-8.9%

$6,521-24.4%

$4,887+0.9%

FOX VALLEY WOOD PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FOX VALLEY WOOD PRODUCTS, INC. 401(K) PROFIT SHARING 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