Retirement plan

NORTHEAST COMMUNICATIONS OF WI, INC DBA NSIGHT

Name: NORTHEAST COMMUNICATIONS OF WISCONSIN, INC DBA NSIGHT - NORTHEAST COMMUNICATIONS OF WI, INC DBA NSIGHT (2020) Form 5500
Creator: NORTHEAST COMMUNICATIONS OF WISCONSIN, INC DBA NSIGHT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHEAST COMMUNICATIONS OF WI, INC DBA NSIGHT, NORTHEAST COMMUNICATIONS OF WISCONSIN, INC DBA NSIGHT

NORTHEAST COMMUNICATIONS OF WISCONSIN, INC DBA NSIGHTEIN 39-1417019Plan #001PY 2020

450 SECURITY BLVD - GREEN BAY, WI 54313920-617-7000

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$82.2M

+24.9% from 2019

Total participants

1,168

+12.4% from 2019

Average account balance

$70,730

+11.0% from 2019

Annual return

21.20%

-3.22 pp from 2019

Benchmarks

See 523 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort523 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$100.96M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

1,185

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.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$159

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY6+ years Service code 64 · EIN 71-0294708	Recordkeeping Fees	$78,751
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY GLOBAL BANKING Service code 55 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231	Other Commissions	$53,988
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 55 111 N WASHINGTON ST, SUITE 410 · GREEN BAY, WI 54301	Other Commissions	$17,898

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$151K

$203 / participant

Other / not subdivided$151K100.0%

% of EOY assets

0.183%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: NAME CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,730

$78,781-10.2%

$100,535-29.6%

$73,412-3.7%

Participation rate

99.2%

80.0%+19.2pp

79.4%+19.8pp

72.2%+27.0pp

Annual return

21.20%

31.69%-10.5pp

30.90%-9.7pp

59.30%-38.1pp

Employer contribution / active EE

$3,176

$2,420+31.3%

$3,419-7.1%

$2,234+42.2%

Participant deferral / active EE

$4,645

$6,537-28.9%

$6,271-25.9%

$3,806+22.1%

Admin fee / account holder

$130

$145-10.8%

$8,085-98.4%

$158-17.9%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY6+ years

Service code 64 · EIN 71-0294708

Recordkeeping Fees

$78,751

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY GLOBAL BANKING

Service code 55

1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231

Other Commissions

$53,988

MORGAN STANLEY SMITH BARNEY2 years

Filed as: GRAYSTONE CONSULTING

Service code 55

111 N WASHINGTON ST, SUITE 410 · GREEN BAY, WI 54301

Other Commissions

$17,898

NORTHEAST COMMUNICATIONS OF WI, INC DBA NSIGHT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHEAST COMMUNICATIONS OF WI, INC DBA NSIGHT

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