Retirement plan

EMPLOYEE BENEFIT PLAN OF WICKHAM INDUSTRIES, INC.

Name: WICKHAM INDUSTRIES, INC. - EMPLOYEE BENEFIT PLAN OF WICKHAM INDUSTRIES, INC. (2019) Form 5500
Creator: WICKHAM INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF WICKHAM INDUSTRIES, INC., WICKHAM INDUSTRIES, INC.

WICKHAM INDUSTRIES, INC.EIN 48-0921209Plan #002PY 2019

4747 N WEBB RD - BEL AIRE, KS 672268153316-262-3403

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$3.9M

+1.3% from 2018

Total participants

107

+2.9% from 2018

Average account balance

$37,410

-0.7% from 2018

Annual return

-4.26%

-20.10 pp from 2018

Benchmarks

See 15,812 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,812 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.15M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$239K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6129

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 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP1 year Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Recordkeeping and information managem...	$4,729

Plan features & details

Pension benefit codes2F2G2S2T3D

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

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

$118K

$1709 / participant

Other / not subdivided$118K100.0%

% of EOY assets

3.003%

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

$37,410

$65,367-42.8%

$92,915-59.7%

$72,976-48.7%

Participation rate

97.1%

68.3%+28.8pp

76.0%+21.1pp

69.5%+27.6pp

Annual return

-4.26%

42.11%-46.4pp

109.45%-113.7pp

81.02%-85.3pp

Employer contribution / active EE

$1,399

$2,594-46.0%

$3,653-61.7%

$2,440-42.6%

Participant deferral / active EE

$2,755

$3,128-11.9%

$4,238-35.0%

$3,608-23.6%

Admin fee / account holder

$1,123

$4,251-73.6%

$5,796-80.6%

$5,124-78.1%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1 year

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Recordkeeping and information managem...

$4,729

EMPLOYEE BENEFIT PLAN OF WICKHAM INDUSTRIES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF WICKHAM INDUSTRIES, INC.

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