Retirement plan

WABASH CAPITAL MANAGEMENT INC. RETIREMENT SAVINGS PLAN

Name: WABASH CAPITAL MANAGEMENT INC. - WABASH CAPITAL MANAGEMENT INC. RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: WABASH CAPITAL MANAGEMENT INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WABASH CAPITAL MANAGEMENT INC. RETIREMENT SAVINGS PLAN, WABASH CAPITAL MANAGEMENT INC.

WABASH CAPITAL MANAGEMENT INC.EIN 41-1859029Plan #001PY 2015

5000 WELLS FARGO CENTER - MINNEAPOLIS, MN 554024103612-359-6205wabashcap.comLinkedIn1-10 employeessecurity and investigations

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

No prior year

Total participants

No prior year

Average account balance

$339,531

No prior year

Annual return

1.32%

No prior year

Benchmarks

See 799 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort799 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.58M

Not enough data

1 years with asset history on file

Average account balance

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

$658K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$224K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+8.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1166

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.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$95K

$15862 / participant

Other / not subdivided$95K100.0%

% of EOY assets

3.504%

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

$339,531

$152,651+122.4%

$105,218+222.7%

$125,393+170.8%

Participation rate

100.0%

81.5%+18.5pp

77.2%+22.8pp

83.2%+16.8pp

Annual return

1.32%

8.24%-6.9pp

5.33%-4.0pp

282.23%-280.9pp

Employer contribution / active EE

$11,509

$4,802+139.7%

$3,255+253.6%

$4,866+136.5%

Participant deferral / active EE

$9,790

$6,660+47.0%

$4,867+101.2%

$5,351+82.9%

Admin fee / account holder

$11,897

$14,248-16.5%

$6,992+70.1%

$9,541+24.7%

WABASH CAPITAL MANAGEMENT INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WABASH CAPITAL MANAGEMENT INC. RETIREMENT 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