Retirement plan

WAHLES WOOD WORKS & MOULDINGS, INC. SAVINGS & RETIREMENT PLAN

Name: WAHLE'S WOOD WORKS AND MOULDINGS, INC. - WAHLES WOOD WORKS & MOULDINGS, INC. SAVINGS & RETIREMENT PLAN (2019) Form 5500
Creator: WAHLE'S WOOD WORKS AND MOULDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WAHLES WOOD WORKS & MOULDINGS, INC. SAVINGS & RETIREMENT PLAN, WAHLE'S WOOD WORKS AND MOULDINGS, INC.

WAHLE'S WOOD WORKS AND MOULDINGS, INC.EIN 43-1492178Plan #001PY 2019

3 WILLIAMS DRIVE - UNION, MO 63084636-583-1133LinkedIn11-50 employeespaper & forest products

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$933K

+6.2% from 2018

Total participants

0.0% from 2018

Average account balance

$54,876

+18.6% from 2018

Annual return

21.85%

+29.06 pp from 2018

Benchmarks

See 8,239 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,239 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

85.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2380

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

$188K

$8954 / participant

Other / not subdivided$188K100.0%

% of EOY assets

20.155%

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

$54,876

$116,190-52.8%

$93,614-41.4%

$152,885-64.1%

Participation rate

81.0%

78.0%+2.9pp

75.8%+5.1pp

82.5%-1.5pp

Annual return

21.85%

35.96%-14.1pp

32.76%-10.9pp

345.39%-323.5pp

Employer contribution / active EE

$3,219-100.0%

$2,718-100.0%

$4,763-100.0%

Participant deferral / active EE

$1,957

$4,604-57.5%

$4,069-51.9%

$5,851-66.6%

Admin fee / account holder

$11,060

$10,749+2.9%

$7,889+40.2%

$11,598-4.6%

WAHLES WOOD WORKS & MOULDINGS, INC. SAVINGS & RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WAHLES WOOD WORKS & MOULDINGS, INC. SAVINGS & RETIREMENT 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