Retirement plan

PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTY EXCESS REVENUE PLAN

Name: PUBLIC WATER SUPPLY DISTRICT 2 OF JOHNSON COUNTY - PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTY EXCESS REVENUE PLAN (2016) Form 5500
Creator: PUBLIC WATER SUPPLY DISTRICT 2 OF JOHNSON COUNTY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTY EXCESS REVENUE PLAN, PUBLIC WATER SUPPLY DISTRICT 2 OF JOHNSON COUNTY

PUBLIC WATER SUPPLY DISTRICT 2 OF JOHNSON COUNTYEIN 43-6215389Plan #001PY 2016

920 SW STATE ROUTE 58 - HOLDEN, MO 640408254816-732-6658

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

No prior year

Total participants

No prior year

Average account balance

$192,521

No prior year

Annual return

11.73%

No prior year

Benchmarks

See 1,255 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,255 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.56M

Not enough data

1 years with asset history on file

Average account balance

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

$274K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$898

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 codes2E2F2G2T3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$192,521

$88,583+117.3%

$88,497+117.5%

$273,970-29.7%

Participation rate

100.0%

83.5%+16.5pp

82.4%+17.6pp

83.0%+17.0pp

Annual return

11.73%

5.68%+6.0pp

7.63%+4.1pp

41.46%-29.7pp

Employer contribution / active EE

$11,667

$4,502+159.1%

$4,036+189.0%

$4,869+139.6%

Participant deferral / active EE

$4,891-100.0%

$4,899-100.0%

$5,287-100.0%

Admin fee / account holder

$8,980-100.0%

$6,220-100.0%

$10,132-100.0%

PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTY EXCESS REVENUE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PUBLIC WATER SUPPLY DISTRICT #2 OF JOHNSON COUNTY EXCESS REVENUE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion