Retirement plan

CENTRAL NEBRASKA WOOD PRESERVERS, INC. 401K PROFIT SHARING PLAN

Name: CENTRAL NEBRASKA WOOD PRESERVERS - CENTRAL NEBRASKA WOOD PRESERVERS, INC. 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: CENTRAL NEBRASKA WOOD PRESERVERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL NEBRASKA WOOD PRESERVERS, INC. 401K PROFIT SHARING PLAN, CENTRAL NEBRASKA WOOD PRESERVERS

CENTRAL NEBRASKA WOOD PRESERVERSEIN 47-0711115Plan #001PY 2018

PO BOX 630 - SUTTON, NE 689790630402-773-4319nebraskawood.comLinkedIn11-50 employeesbuilding materials

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$829K

-4.3% from 2017

Total participants

+10.0% from 2017

Average account balance

$36,039

-4.3% from 2017

Annual return

-11.16%

-39.70 pp from 2017

Benchmarks

See 5,892 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,892 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-90.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D2T

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$36,039

$61,660-41.6%

$80,022-55.0%

$64,173-43.8%

Participation rate

68.8%

71.7%-2.9pp

75.8%-7.1pp

69.6%-0.8pp

Annual return

-11.16%

-0.33%-10.8pp

11.22%-22.4pp

7.63%-18.8pp

Employer contribution / active EE

$1,810-100.0%

$2,468-100.0%

$2,381-100.0%

Participant deferral / active EE

$1,850

$2,968-37.7%

$3,686-49.8%

$3,470-46.7%

Admin fee / account holder

$5,417-100.0%

$6,521-100.0%

$4,887-100.0%

CENTRAL NEBRASKA WOOD PRESERVERS, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CENTRAL NEBRASKA WOOD PRESERVERS, INC. 401K PROFIT SHARING 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