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 (2024) 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 2024

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+26.5% from 2023

Total participants

0.0% from 2023

Average account balance

$247,122

+26.5% from 2023

Annual return

22.25%

+5.69 pp from 2023

Benchmarks

See 19,390 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,390 peers

Snapshot2024

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

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

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

$16K

$3207 / participant

Other / not subdivided$16K100.0%

% of EOY assets

0.649%

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

$247,122

$100,139+146.8%

$85,187+190.1%

$145,884+69.4%

Participation rate

100.0%

74.1%+25.9pp

67.5%+32.5pp

80.3%+19.7pp

Annual return

22.25%

84.15%-61.9pp

66.67%-44.4pp

551.85%-529.6pp

Employer contribution / active EE

$7,519

$3,238+132.2%

$2,732+175.2%

$4,662+61.3%

Participant deferral / active EE

$9,100

$5,296+71.8%

$4,525+101.1%

$6,690+36.0%

Admin fee / account holder

$1,603

$7,262-77.9%

$6,162-74.0%

$13,392-88.0%

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