Retirement plan

J. A. WOOLLAM CO. , INC. PROFIT SHARING RETIREMENT PLAN

Name: J. A. WOOLLAM CO. , INC. - J. A. WOOLLAM CO. , INC. PROFIT SHARING RETIREMENT PLAN (2018) Form 5500
Creator: J. A. WOOLLAM CO. , INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, J. A. WOOLLAM CO. , INC. PROFIT SHARING RETIREMENT PLAN, J. A. WOOLLAM CO. , INC.

J. A. WOOLLAM CO. , INC.EIN 47-0762914Plan #001PY 2018

645 M ST STE 102 - LINCOLN, NE 68508402-477-7501jawoollam.comLinkedIn51-200 employeesresearch

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$13.7M

-2.6% from 2017

Total participants

+7.8% from 2017

Average account balance

$253,245

-9.8% from 2017

Annual return

-6.83%

-23.81 pp from 2017

Benchmarks

See 14,949 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,949 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.77M

Not enough data

1 years with asset history on file

Average account balance

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

$386K

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.

104.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.17M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1252

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 codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$120K

$2188 / participant

Other / not subdivided$120K100.0%

% of EOY assets

0.880%

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

$253,245

$62,589+304.6%

$76,768+229.9%

$64,173+294.6%

Participation rate

98.2%

72.8%+25.4pp

77.0%+21.2pp

69.6%+28.6pp

Annual return

-6.83%

-1.95%-4.9pp

2.43%-9.3pp

7.63%-14.5pp

Employer contribution / active EE

$3,583

$1,832+95.6%

$2,485+44.2%

$2,381+50.5%

Participant deferral / active EE

$8,283

$3,145+163.4%

$3,852+115.1%

$3,470+138.7%

Admin fee / account holder

$2,229

$4,667-52.2%

$6,675-66.6%

$4,887-54.4%

J. A. WOOLLAM CO. , INC. PROFIT SHARING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

J. A. WOOLLAM CO. , INC. PROFIT SHARING 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