Retirement plan

WPM PATHOLOGY LABORATORY, CHARTERED PROFIT SHARING PLAN

Name: WPM PATHOLOGY LABORATORY, CHARTERED - WPM PATHOLOGY LABORATORY, CHARTERED PROFIT SHARING PLAN (2017) Form 5500
Creator: WPM PATHOLOGY LABORATORY, CHARTERED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WPM PATHOLOGY LABORATORY, CHARTERED PROFIT SHARING PLAN, WPM PATHOLOGY LABORATORY, CHARTERED

WPM PATHOLOGY LABORATORY, CHARTEREDEIN 48-0765574Plan #001PY 2017

338 NORTH FRONT - SALINA, KS 67401785-823-7201wpmpath.comLinkedIn11-50 employeeshospital & health care

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$6.6M

+11.2% from 2016

Total participants

+3.0% from 2016

Average account balance

$193,522

+7.9% from 2016

Annual return

7.80%

-0.71 pp from 2016

Benchmarks

See 106,906 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,906 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.63M

Not enough data

1 years with asset history on file

Average account balance

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

$229K

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.

152.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$304K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+9.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20769

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 codes2E2F2H2R3D

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).
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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$115K

$4803 / participant

Other / not subdivided$115K100.0%

% of EOY assets

1.752%

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

$193,522

$198,461-2.5%

$170,436+13.5%

$147,585+31.1%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

7.80%

257.30%-249.5pp

205.94%-198.1pp

578.57%-570.8pp

Employer contribution / active EE

$11,653

$6,184+88.4%

$5,433+114.5%

$4,876+139.0%

Participant deferral / active EE

$5,629-100.0%

$4,939-100.0%

$5,439-100.0%

Admin fee / account holder

$3,390

$16,852-79.9%

$13,880-75.6%

$10,885-68.9%

WPM PATHOLOGY LABORATORY, CHARTERED PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WPM PATHOLOGY LABORATORY, CHARTERED PROFIT SHARING 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