Retirement plan

NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT PLAN

Name: NORTHEAST WISCONSIN PRINTING CO. - NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT PLAN (2023) Form 5500
Creator: NORTHEAST WISCONSIN PRINTING CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT PLAN, NORTHEAST WISCONSIN PRINTING CO.

NORTHEAST WISCONSIN PRINTING CO.EIN 39-1716869Plan #001PY 2023

1718 E. WISCONSIN AVENUE - APPLETON, WI 54911920-735-6777

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5M

+12.1% from 2022

Total participants

+2.7% from 2022

Average account balance

$135,476

+12.1% from 2022

Annual return

16.43%

+32.75 pp from 2022

Benchmarks

See 5,448 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,448 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.68M

Not enough data

1 years with asset history on file

Average account balance

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

$186K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$244K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2667

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

$470K

$14230 / participant

Other / not subdivided$470K100.0%

% of EOY assets

9.368%

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

$135,476

$79,955+69.4%

$98,461+37.6%

$75,173+80.2%

Participation rate

97.0%

70.4%+26.6pp

75.2%+21.8pp

67.2%+29.8pp

Annual return

16.43%

19.75%-3.3pp

21.17%-4.7pp

160.72%-144.3pp

Employer contribution / active EE

$1,818

$2,264-19.7%

$3,049-40.4%

$2,671-31.9%

Participant deferral / active EE

$5,682

$3,752+51.4%

$4,738+19.9%

$4,126+37.7%

Admin fee / account holder

$12,692

$6,841+85.5%

$8,961+41.6%

$5,651+124.6%

NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHEAST WISCONSIN PRINTING EMPLOYEE SAVINGS & RETIREMENT 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