Retirement plan

WISCONSIN PIPE TRADES 401(K) PLAN

Name: WISCONSIN PIPE TRADES 401(K) PLAN - WISCONSIN PIPE TRADES 401(K) PLAN (2019) Form 5500
Creator: WISCONSIN PIPE TRADES 401(K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WISCONSIN PIPE TRADES 401(K) PLAN, WISCONSIN PIPE TRADES 401(K) PLAN

WISCONSIN PIPE TRADES 401(K) PLANEIN 39-1712807Plan #001PY 2019

11270 W. PARK PLACE, SUITE 950 - MILWAUKEE, WI 532243632414-577-3700wipipetrades.orgLinkedIn11-50 employeesconstruction

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$115.2M

+25.6% from 2018

Total participants

2,437

+27.6% from 2018

Average account balance

$47,271

-5.1% from 2018

Annual return

24.64%

+29.97 pp from 2018

Benchmarks

See 440 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort440 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$202.39M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

3,409

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.09M

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

+16.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$74

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 4 by compensation

Provider	Service type	Compensation
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229	Bank Trustee	$123,107
QUARLES & BRADY LLP5+ years Service code 29 · EIN 39-0432630	Legal	$25,074
BENEFIT PLAN ADMINISTRATORS1 year Filed as: BENEFIT PLAN ADMINISTRATION Service code 13 · EIN 39-1400101	Contract Administrator	$18,011
FREYBERG HINKLE ET AL4 years Service code 10 · EIN 39-1531945	Accounting	$10,920

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$205K

$88 / participant

Investment mgmt$123K59.9%
Contract admin$10K5.0%
Other / not subdivided$72K35.1%

% of EOY assets

0.178%

all-in expense ratio

Categories reported

2 / 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: SIKICH LLP
Auditor EIN: 363168081
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,271

$66,051-28.4%

$92,909-49.1%

$77,775-39.2%

Participation rate

100.0%

81.0%+19.0pp

76.0%+24.0pp

73.2%+26.8pp

Annual return

24.64%

20.69%+3.9pp

109.44%-84.8pp

32.58%-7.9pp

Employer contribution / active EE

$870

$3,426-74.6%

$3,653-76.2%

$2,504-65.3%

Participant deferral / active EE

$2,157

$3,013-28.4%

$4,238-49.1%

$3,966-45.6%

Admin fee / account holder

$84

$148-43.0%

$5,795-98.5%

$100-15.8%

Provider

Service type

Compensation

BMO HARRIS BANK NA5+ years

Filed as: BMO HARRIS BANK N.A.

Service code 21 · EIN 36-2085229

Bank Trustee

$123,107

QUARLES & BRADY LLP5+ years

Service code 29 · EIN 39-0432630

Legal

$25,074

BENEFIT PLAN ADMINISTRATORS1 year

Filed as: BENEFIT PLAN ADMINISTRATION

Service code 13 · EIN 39-1400101

Contract Administrator

$18,011

FREYBERG HINKLE ET AL4 years

Service code 10 · EIN 39-1531945

Accounting

$10,920

WISCONSIN PIPE TRADES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WISCONSIN PIPE TRADES 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