Retirement plan

ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) PLAN

Name: ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY - ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) PLAN (2016) Form 5500
Creator: ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) PLAN, ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY

ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTYEIN 39-6077242Plan #001PY 2016

10005 W BLUEMOUND RD - MILWAUKEE, WI 532264346414-258-2333zoosociety.orgLinkedIn51-200 employeesmuseums and institutions

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

No prior year

Total participants

No prior year

Average account balance

$46,007

No prior year

Annual return

10.75%

No prior year

Benchmarks

See 2,538 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,538 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.16M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

136.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$305K

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

+12.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1726

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$74K

$1456 / participant

Other / not subdivided$74K100.0%

% of EOY assets

2.882%

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

$46,007

$41,377+11.2%

$109,313-57.9%

$62,881-26.8%

Participation rate

100.0%

57.5%+42.5pp

71.3%+28.7pp

69.3%+30.7pp

Annual return

10.75%

11.05%-0.3pp

22.07%-11.3pp

20.14%-9.4pp

Employer contribution / active EE

$1,817

$1,276+42.4%

$3,892-53.3%

$2,281-20.3%

Participant deferral / active EE

$1,307

$2,045-36.1%

$3,166-58.7%

$3,203-59.2%

Admin fee / account holder

$1,326

$2,884-54.0%

$5,666-76.6%

$4,296-69.1%

ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY 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