Retirement plan

WIGWAM MILLS RETIREMENT SAVINGS PLAN

Name: WIGWAM MILLS, INC. - WIGWAM MILLS RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: WIGWAM MILLS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WIGWAM MILLS RETIREMENT SAVINGS PLAN, WIGWAM MILLS, INC.

WIGWAM MILLS, INC.EIN 39-1703490Plan #001PY 2017

P.O. BOX 818 - SHEBOYGAN, WI 530820818920-457-5551wigwam.comLinkedIn201-500 employeesapparel & fashion

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$18.8M

-16.1% from 2016

Total participants

170

-19.0% from 2016

Average account balance

$110,399

+3.7% from 2016

Annual return

8.18%

+7.18 pp from 2016

Benchmarks

See 935 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort935 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.84M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

151.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$277K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17790

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0889315	Recordkeeping	$82,759
SPECTRUM INVESTMENT ADVISORS2+ years Service code 27 · EIN 39-1828175	Advisory (Plan)	$47,999
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 59	Shareholder Servicing	$10,628
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009	Custodial (other than securities)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$24K

$177 / participant

Investment mgmt$10K43.1%
Other / not subdivided$14K56.9%

% of EOY assets

0.129%

all-in expense ratio

Categories reported

1 / 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: SCHENCK SC
Auditor EIN: 391173131
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$110,399

$50,385+119.1%

$75,501+46.2%

$62,293+77.2%

Participation rate

100.0%

67.7%+32.3pp

72.4%+27.6pp

69.5%+30.5pp

Annual return

8.18%

19.90%-11.7pp

27.35%-19.2pp

28.90%-20.7pp

Employer contribution / active EE

$422

$1,537-72.6%

$2,352-82.1%

$2,042-79.3%

Participant deferral / active EE

$3,286

$2,445+34.4%

$3,142+4.6%

$3,169+3.7%

Admin fee / account holder

$142

$384-63.0%

$5,801-97.6%

$479-70.4%

Provider

Service type

Compensation

ALLIANCE BENEFIT GROUP2+ years

Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS

Service code 15 · EIN 37-0889315

Recordkeeping

$82,759

SPECTRUM INVESTMENT ADVISORS2+ years

Service code 27 · EIN 39-1828175

Advisory (Plan)

$47,999

CHARLES SCHWAB & CO., INC.2+ years

Filed as: CHARLES SCHWAB TRUST CO.

Service code 59

Shareholder Servicing

$10,628

CHARLES SCHWAB & CO., INC.2+ years

Service code 59 · EIN 94-1737782

Shareholder Servicing

CHARLES SCHWAB & CO., INC.2+ years

Filed as: CHARLES SCHWAB TRUST COMPANY

Service code 18 · EIN 42-1558009

Custodial (other than securities)

WIGWAM MILLS RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WIGWAM MILLS RETIREMENT 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