Retirement plan

WILD IMPACT MARKETING 401(K) PLAN

Name: WILD IMPACT MARKETING - WILD IMPACT MARKETING 401(K) PLAN (2018) Form 5500
Creator: WILD IMPACT MARKETING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILD IMPACT MARKETING 401(K) PLAN, WILD IMPACT MARKETING

WILD IMPACT MARKETINGEIN 39-1689569Plan #001PY 2018

N7 W22025 JOHNSON DRIVE, SUITE 101 - WAUKESHA, WI 53186414-908-3900wildimpact.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$3.1M

+23.5% from 2017

Total participants

+4.8% from 2017

Average account balance

$71,219

+15.1% from 2017

Annual return

9.45%

-10.78 pp from 2017

Benchmarks

See 9,277 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,277 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.84M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

97.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$674K

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

+26.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10065

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$98K

$1684 / participant

Other / not subdivided$98K100.0%

% of EOY assets

3.117%

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

$71,219

$72,404-1.6%

$110,243-35.4%

$64,173+11.0%

Participation rate

63.8%

73.3%-9.5pp

79.8%-16.0pp

69.6%-5.8pp

Annual return

9.45%

-6.29%+15.7pp

314.76%-305.3pp

7.63%+1.8pp

Employer contribution / active EE

$2,436

$2,282+6.8%

$3,827-36.4%

$2,381+2.3%

Participant deferral / active EE

$5,044

$3,469+45.4%

$4,672+8.0%

$3,470+45.4%

Admin fee / account holder

$2,220

$5,664-60.8%

$8,548-74.0%

$4,887-54.6%

WILD IMPACT MARKETING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILD IMPACT MARKETING 401(K) 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