Retirement plan

OFFICE OF THE STANDING CHAPTER 12 AND 13 TRUSTEE WESTERN DISTRICT OF WISCONSIN EMPLOYEE RETIREMENT PLAN & TRUST

Name: OFFICE OF THE STANDING CHAPTER 12 AND 13 TRUSTEE WESTERN DIST. OF WI - OFFICE OF THE STANDING CHAPTER 12 AND 13 TRUSTEE WESTERN DISTRICT OF WISCONSIN EMPLOYEE RETIREMENT PLAN & TRUST (2021) Form 5500
Creator: OFFICE OF THE STANDING CHAPTER 12 AND 13 TRUSTEE WESTERN DIST. OF WI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OFFICE OF THE STANDING CHAPTER 12 AND 13 TRUSTEE WESTERN DISTRICT OF WISCONSIN EMPLOYEE RETIREMENT PLAN & TRUST, OFFICE OF THE STANDING CHAPTER 12 AND 13 TRUSTEE WESTERN DIST. OF WI

OFFICE OF THE STANDING CHAPTER 12 AND 13 TRUSTEE WESTERN DIST. OF WIEIN 39-6640166Plan #002PY 2021

131 W. WILSON STREET, STE. 1000 - MADISON, WI 537033260608-256-4320LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+38.3% from 2020

Total participants

0.0% from 2020

Average account balance

$122,544

+49.8% from 2020

Annual return

32.26%

+27.22 pp from 2020

Benchmarks

See 15,339 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,339 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.93M

Not enough data

1 years with asset history on file

Average account balance

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

$293K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+17.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8774

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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

$11K

$1880 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.767%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$122,544

$114,047+7.5%

$96,139+27.5%

$167,490-26.8%

Participation rate

83.3%

75.1%+8.3pp

68.4%+14.9pp

82.1%+1.2pp

Annual return

32.26%

189.88%-157.6pp

191.94%-159.7pp

478.56%-446.3pp

Employer contribution / active EE

$6,240

$3,427+82.1%

$2,797+123.1%

$4,837+29.0%

Participant deferral / active EE

$5,531

$5,194+6.5%

$4,349+27.2%

$6,341-12.8%

Admin fee / account holder

$940

$6,897-86.4%

$5,537-83.0%

$12,309-92.4%

OFFICE OF THE STANDING CHAPTER 12 AND 13 TRUSTEE WESTERN DISTRICT OF WISCONSIN EMPLOYEE RETIREMENT PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OFFICE OF THE STANDING CHAPTER 12 AND 13 TRUSTEE WESTERN DISTRICT OF WISCONSIN EMPLOYEE RETIREMENT PLAN & TRUST

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