Retirement plan

THE WANKAWALA ORGANIZATION

Name: THE WANKAWALA ORGANIZATION - THE WANKAWALA ORGANIZATION (2017) Form 5500
Creator: THE WANKAWALA ORGANIZATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE WANKAWALA ORGANIZATION, THE WANKAWALA ORGANIZATION

THE WANKAWALA ORGANIZATIONEIN 46-2528565Plan #001PY 2017

ONE LIBERTY PLACE, 1650 MARKET STREET STE 3600 - PHILADELPHIA, PA 19103856-625-2724wankawala.comLinkedIn51-200 employeeshospitality

Prospect flagsLow participationLow assets / participant

How to read this page

Total assets (EOY)

$101K

+610.3% from 2016

Total participants

120

-18.4% from 2016

Average account balance

$2,156

+187.1% from 2016

Annual return

61.15%

+61.15 pp from 2016

Benchmarks

See 841 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants100-249

Cohort841 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.50M

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

103

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.

43.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$311K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+18.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1832

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
THE GUARDIAN INSURANCE & ANNUITY CO1 year Service code 15 · EIN 13-2656036	Recordkeeping	$635
AMERITAS LIFE INSURANCE CORP1 year Service code 15 · EIN 13-2656036	Recordkeeping	$368
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805	Advisory (Participants)	$145

Plan features & details

Pension benefit codes2E2A2G2H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$10 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.133%

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: CPA ASSURANCE, INC.
Auditor EIN: 452090450
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$2,156

$31,388-93.1%

$73,550-97.1%

$62,293-96.5%

Participation rate

35.4%

39.9%-4.5pp

54.9%-19.5pp

69.5%-34.1pp

Annual return

61.15%

25.34%+35.8pp

-15.16%+76.3pp

28.90%+32.3pp

Employer contribution / active EE

$308

$498-38.2%

$1,219-74.8%

$2,042-84.9%

Participant deferral / active EE

$414

$1,028-59.7%

$1,804-77.0%

$3,169-86.9%

Admin fee / account holder

$24

$299-91.8%

$2,320-98.9%

$479-94.9%

Provider

Service type

Compensation

THE GUARDIAN INSURANCE & ANNUITY CO1 year

Service code 15 · EIN 13-2656036

Recordkeeping

$635

AMERITAS LIFE INSURANCE CORP1 year

Service code 15 · EIN 13-2656036

Recordkeeping

$368

STADION MONEY MANAGEMENT1 year

Filed as: STADION MONEY MANAGEMENT, INC.

Service code 26 · EIN 58-2099805

Advisory (Participants)

$145

THE WANKAWALA ORGANIZATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE WANKAWALA ORGANIZATION

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