Retirement plan

WHEELABRATOR GROUP, INC. 401(K) PLAN

Name: WHEELABRATOR GROUP, INC. - WHEELABRATOR GROUP, INC. 401(K) PLAN (2015) Form 5500
Creator: WHEELABRATOR GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHEELABRATOR GROUP, INC. 401(K) PLAN, WHEELABRATOR GROUP, INC.

WHEELABRATOR GROUP, INC.EIN 41-2084532Plan #001PY 2015

350 INDIANA STREET, SUITE 610 - GOLDEN, CO 80401303-395-2108

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$27.1M

No prior year

Total participants

356

No prior year

Average account balance

$81,767

No prior year

Annual return

-0.84%

No prior year

Benchmarks

See 2,226 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,226 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$36.23M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

337

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.43M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$324

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930	Recordkeeping	$26,138
EKS&H LLLP1+ years Filed as: EKS&H LLP Service code 10 · EIN 46-1497033	Accounting	$8,000
CASTLE ROCK INVESTMENT COMPANY1+ years Service code 27 · EIN 26-2027186	Advisory (Plan)	$7,500
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3F3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$40K

$125 / participant

Other / not subdivided$40K100.0%

% of EOY assets

0.148%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: EKSH LLLP
Auditor EIN: 461497033
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$81,767

$72,770+12.4%

$67,652+20.9%

$55,191+48.2%

Participation rate

92.5%

78.8%+13.7pp

75.7%+16.9pp

69.2%+23.4pp

Annual return

-0.84%

-3.26%+2.4pp

6625.40%-6626.2pp

10.78%-11.6pp

Employer contribution / active EE

$2,001

$1,769+13.1%

$2,266-11.7%

$1,899+5.4%

Participant deferral / active EE

$5,016

$3,408+47.2%

$3,560+40.9%

$3,046+64.7%

Admin fee / account holder

$121

$79+53.5%

$4,821-97.5%

$91+33.2%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$26,138

EKS&H LLLP1+ years

Filed as: EKS&H LLP

Service code 10 · EIN 46-1497033

Accounting

$8,000

CASTLE ROCK INVESTMENT COMPANY1+ years

Service code 27 · EIN 26-2027186

Advisory (Plan)

$7,500

THE VANGUARD GROUP, INC.1+ years

Filed as: THE VANGUARD GROUP, INC

Service code 60

Sub-TA Fees

WHEELABRATOR GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHEELABRATOR GROUP, INC. 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