Retirement plan

LIONS EYE BANK OF WISCONSIN 403(B) TDA PLAN

Name: LIONS EYE BANK OF WISCONSIN - LIONS EYE BANK OF WISCONSIN 403(B) TDA PLAN (2024) Form 5500
Creator: LIONS EYE BANK OF WISCONSIN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIONS EYE BANK OF WISCONSIN 403(B) TDA PLAN, LIONS EYE BANK OF WISCONSIN

LIONS EYE BANK OF WISCONSINEIN 39-1929709Plan #001PY 2024

5003 TRADEWINDS PARKWAY - MADISON, WI 53718608-233-2354lebw.orgLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.3M

+28.7% from 2023

Total participants

+5.4% from 2023

Average account balance

$36,845

+32.9% from 2023

Annual return

19.60%

+3.84 pp from 2023

Benchmarks

See 21,729 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,729 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

144.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$312K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+19.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2496

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 codes2F2G2L2M2T3D

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.
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

$155K

$3599 / participant

Other / not subdivided$155K100.0%

% of EOY assets

6.775%

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

$36,845

$81,276-54.7%

$155,574-76.3%

$80,925-54.5%

Participation rate

62.8%

66.2%-3.5pp

78.2%-15.4pp

67.7%-4.9pp

Annual return

19.60%

33.36%-13.8pp

64.87%-45.3pp

35.65%-16.0pp

Employer contribution / active EE

$2,652

$3,103-14.5%

$4,676-43.3%

$2,756-3.8%

Participant deferral / active EE

$4,594

$3,453+33.0%

$5,629-18.4%

$4,299+6.9%

Admin fee / account holder

$2,496

$7,993-68.8%

$15,914-84.3%

$6,940-64.0%

LIONS EYE BANK OF WISCONSIN 403(B) TDA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIONS EYE BANK OF WISCONSIN 403(B) TDA 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