Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES, INC.

Name: UNITED WAY OF SOUTH WOOD AND A - 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES, INC. (2024) Form 5500
Creator: UNITED WAY OF SOUTH WOOD AND A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES, INC., UNITED WAY OF SOUTH WOOD AND A

UNITED WAY OF SOUTH WOOD AND AEIN 39-1212595Plan #002PY 2024

351 OAK ST - WISCONSIN RAPIDS, WI 544944362715-421-0390

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$602K

+10.0% from 2023

Total participants

-14.3% from 2023

Average account balance

$100,383

+28.3% from 2023

Annual return

10.13%

-3.65 pp from 2023

Benchmarks

See 50,218 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort50,218 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$566K

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22842

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

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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 codes2G3D2J2E

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.
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

$47K

$9393 / participant

Other / not subdivided$47K100.0%

% of EOY assets

7.798%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$100,383

$88,751+13.1%

$81,812+22.7%

$145,922-31.2%

Participation rate

100.0%

75.0%+25.0pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

10.13%

1025.40%-1015.3pp

773.79%-763.7pp

561.29%-551.2pp

Employer contribution / active EE

$7,604

$3,083+146.6%

$2,912+161.1%

$4,660+63.2%

Participant deferral / active EE

$1,647

$4,643-64.5%

$4,319-61.9%

$6,688-75.4%

Admin fee / account holder

$7,828

$8,415-7.0%

$7,386+6.0%

$13,397-41.6%

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF SOUTH WOOD AND ADAMS COUNTIES, 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