Retirement plan

WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT, INC.

Name: WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOP - WAUKESHA-OZAUKEE-WASHINGTON WORKFORCE DEVELOPMENT, INC. (2018) 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 2018

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

-0.4% from 2017

Total participants

-3.1% from 2017

Average account balance

$35,413

+2.8% from 2017

Annual return

8.88%

-2.78 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

$250K

$10408 / participant

Other / not subdivided$250K100.0%

% of EOY assets

22.753%

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

$35,413

$90,607-60.9%

$79,467-55.4%

$135,380-73.8%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

8.88%

977.74%-968.9pp

718.30%-709.4pp

519.81%-510.9pp

Employer contribution / active EE

$3,382

$3,068+10.3%

$2,800+20.8%

$4,779-29.2%

Participant deferral / active EE

$2,404

$4,050-40.6%

$3,704-35.1%

$5,609-57.1%

Admin fee / account holder

$8,058

$5,895+36.7%

$5,104+57.9%

$10,828-25.6%

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