Retirement plan

NORTH CENTRAL WISCONSIN AHEC, INC. TAX DEFERRED SAVINGS PLAN

Name: NORTH CENTRAL WISCONSIN AHEC, INC. - NORTH CENTRAL WISCONSIN AHEC, INC. TAX DEFERRED SAVINGS PLAN (2017) Form 5500
Creator: NORTH CENTRAL WISCONSIN AHEC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH CENTRAL WISCONSIN AHEC, INC. TAX DEFERRED SAVINGS PLAN, NORTH CENTRAL WISCONSIN AHEC, INC.

NORTH CENTRAL WISCONSIN AHEC, INC.EIN 39-1740838Plan #001PY 2017

10208 PARK PLAZA, SUITE D - ROTHSCHILD, WI 54474715-849-2432northcentralwiahec.orgLinkedIn1-10 employees

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$281K

+13.8% from 2016

Total participants

0.0% from 2016

Average account balance

$31,221

+13.8% from 2016

Annual return

10.23%

+12.11 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$423K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

216.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

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

+6.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$559

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 codes2F2G2L2M

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$2813 / participant

Other / not subdivided$6K100.0%

% of EOY assets

2.002%

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

$31,221

$198,457-84.3%

$170,435-81.7%

$147,586-78.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

10.23%

257.30%-247.1pp

205.94%-195.7pp

578.59%-568.4pp

Employer contribution / active EE

$3,374

$6,183-45.4%

$5,432-37.9%

$4,876-30.8%

Participant deferral / active EE

$3,779

$5,629-32.9%

$4,939-23.5%

$5,439-30.5%

Admin fee / account holder

$625

$16,852-96.3%

$13,881-95.5%

$10,886-94.3%

NORTH CENTRAL WISCONSIN AHEC, INC. TAX DEFERRED SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH CENTRAL WISCONSIN AHEC, INC. TAX DEFERRED 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