Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC.

Name: GREATER WISCONSIN AGENCY ON AG - 403(B) THRIFT PLAN FOR EMPLOYEES OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC. (2022) Form 5500
Creator: GREATER WISCONSIN AGENCY ON AG
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC., GREATER WISCONSIN AGENCY ON AG

GREATER WISCONSIN AGENCY ON AGEIN 39-1204540Plan #050PY 2022

1414 MACARTHUR RD STE A - MADISON, WI 537141318608-243-5670gwaar.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4M

-10.2% from 2021

Total participants

+20.3% from 2021

Average account balance

$63,750

-20.2% from 2021

Annual return

-17.28%

-33.56 pp from 2021

Benchmarks

See 9,360 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,360 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.83M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

135.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$388K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4479

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 codes2F2G2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$54 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.072%

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

$63,750

$54,370+17.3%

$82,763-23.0%

$68,490-6.9%

Participation rate

84.9%

63.9%+21.0pp

72.6%+12.3pp

67.9%+17.0pp

Annual return

-17.28%

-13.67%-3.6pp

702.45%-719.7pp

-7.85%-9.4pp

Employer contribution / active EE

$3,327

$2,219+49.9%

$3,008+10.6%

$2,597+28.1%

Participant deferral / active EE

$2,694

$3,247-17.0%

$4,395-38.7%

$4,028-33.1%

Admin fee / account holder

$46

$4,398-99.0%

$5,325-99.1%

$5,403-99.2%

403(B) THRIFT PLAN FOR EMPLOYEES OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC.

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