Retirement plan

GILLICK, GILLICK & WICHT, S.C. 401(K) SAVINGS PLAN

Name: GILLICK, GILLICK & WICHT, S.C. - GILLICK, GILLICK & WICHT, S.C. 401(K) SAVINGS PLAN (2019) Form 5500
Creator: GILLICK, GILLICK & WICHT, S.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GILLICK, GILLICK & WICHT, S.C. 401(K) SAVINGS PLAN, GILLICK, GILLICK & WICHT, S.C.

GILLICK, GILLICK & WICHT, S.C.EIN 39-1304450Plan #004PY 2019

6300 WEST BLUEMOUND ROAD - MILWAUKEE, WI 53213414-257-2667

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$655K

-25.0% from 2018

Total participants

-20.0% from 2018

Average account balance

$93,631

-14.3% from 2018

Annual return

16.13%

+23.12 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$891K

Not enough data

1 years with asset history on file

Average account balance

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

$223K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D

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.
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

$388K

$55484 / participant

Other / not subdivided$388K100.0%

% of EOY assets

59.258%

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

$93,631

$157,304-40.5%

$141,197-33.7%

$152,909-38.8%

Participation rate

85.7%

84.8%+0.9pp

82.5%+3.2pp

82.5%+3.3pp

Annual return

16.13%

64.34%-48.2pp

71.41%-55.3pp

345.46%-329.3pp

Employer contribution / active EE

$945

$5,263-82.1%

$4,736-80.1%

$4,764-80.2%

Participant deferral / active EE

$3,202

$7,111-55.0%

$6,710-52.3%

$5,851-45.3%

Admin fee / account holder

$55,484

$12,126+357.6%

$10,265+440.5%

$11,601+378.3%

GILLICK, GILLICK & WICHT, S.C. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GILLICK, GILLICK & WICHT, S.C. 401(K) SAVINGS 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