Retirement plan

WASKER, DORR, WIMMER, & MARCOUILLER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Name: WASKER, DORR, WIMMER, & MARCOUILLER, P.C. - WASKER, DORR, WIMMER, & MARCOUILLER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: WASKER, DORR, WIMMER, & MARCOUILLER, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WASKER, DORR, WIMMER, & MARCOUILLER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST, WASKER, DORR, WIMMER, & MARCOUILLER, P.C.

WASKER, DORR, WIMMER, & MARCOUILLER, P.C.EIN 42-1388229Plan #001PY 2016

4201 WESTOWN PARKWAY, SUITE 250 - WEST DES MOINES, IA 502666720515-283-1801wdwm.netLinkedIn1-10 employees

Prospect flagsHigh retiree %High feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.1M

+18.3% from 2015

Total participants

+18.9% from 2015

Average account balance

$106,121

+12.2% from 2015

Annual return

10.14%

+13.88 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.71M

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

77.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$350K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+16.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15553

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 codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

3 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).
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$39K

$1287 / participant

Other / not subdivided$39K100.0%

% of EOY assets

0.933%

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

$106,121

$76,551+38.6%

$123,894-14.3%

$62,881+68.8%

Participation rate

83.3%

73.0%+10.4pp

81.4%+1.9pp

69.3%+14.0pp

Annual return

10.14%

18.68%-8.5pp

47.52%-37.4pp

20.14%-10.0pp

Employer contribution / active EE

$3,699

$2,882+28.3%

$4,617-19.9%

$2,281+62.2%

Participant deferral / active EE

$7,086

$4,840+46.4%

$5,984+18.4%

$3,203+121.2%

Admin fee / account holder

$990

$4,826-79.5%

$8,357-88.2%

$4,296-77.0%

WASKER, DORR, WIMMER, & MARCOUILLER, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WASKER, DORR, WIMMER, & MARCOUILLER, P.C. 401(K) PROFIT SHARING PLAN AND 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