Retirement plan

WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT, INC.

Name: WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOP - WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT, INC. (2017) Form 5500
Creator: WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT, INC., WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOP

WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPEIN 39-1657328Plan #001PY 2017

892 MAIN ST STE A - PEWAUKEE, WI 530725808262-695-8044forwardcareers.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-3.0% from 2016

Total participants

+3.2% from 2016

Average account balance

$34,454

-6.0% from 2016

Annual return

11.67%

+13.03 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

225.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6809

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 codes2E2F2G2J2T3D

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.
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

$315K

$13709 / participant

Other / not subdivided$315K100.0%

% of EOY assets

28.598%

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

$34,454

$99,011-65.2%

$86,582-60.2%

$147,586-76.7%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

11.67%

1312.75%-1301.1pp

965.08%-953.4pp

578.59%-566.9pp

Employer contribution / active EE

$3,620

$3,132+15.6%

$2,839+27.5%

$4,876-25.8%

Participant deferral / active EE

$2,557

$3,972-35.6%

$3,609-29.1%

$5,439-53.0%

Admin fee / account holder

$9,853

$5,709+72.6%

$4,904+100.9%

$10,886-9.5%

WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT, 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