Retirement plan

WPS SERVICES LLC EMPLOYEES RETIREMENT PLAN

Name: WPS SERVICES LLC C/O WP STEWART GROUP - WPS SERVICES LLC EMPLOYEES RETIREMENT PLAN (2024) Form 5500
Creator: WPS SERVICES LLC C/O WP STEWART GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WPS SERVICES LLC EMPLOYEES RETIREMENT PLAN, WPS SERVICES LLC C/O WP STEWART GROUP

WPS SERVICES LLC C/O WP STEWART GROUPEIN 46-4329751Plan #001PY 2024

425 EAST 58TH STREET APT 40E - NEW YORK, NY 10022347-891-3579

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+22.0% from 2023

Total participants

0.0% from 2023

Average account balance

$316,645

+22.0% from 2023

Annual return

25.41%

+2.05 pp from 2023

Benchmarks

See 9,715 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,715 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.27M

Not enough data

1 years with asset history on file

Average account balance

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

$317K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+25.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22397

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 codes2E2F2G2R3D3H

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$90K

$44794 / participant

Other / not subdivided$90K100.0%

% of EOY assets

7.073%

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

$316,645

$90,530+249.8%

$76,030+316.5%

$145,897+117.0%

Participation rate

100.0%

74.4%+25.6pp

69.1%+30.9pp

80.3%+19.7pp

Annual return

25.41%

625.08%-599.7pp

361.54%-336.1pp

552.29%-526.9pp

Employer contribution / active EE

$27,260

$3,319+721.2%

$2,688+914.3%

$4,663+484.6%

Participant deferral / active EE

$5,164-100.0%

$4,257-100.0%

$6,689-100.0%

Admin fee / account holder

$22,397

$8,383+167.2%

$6,421+248.8%

$13,390+67.3%

WPS SERVICES LLC EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WPS SERVICES LLC EMPLOYEES 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