Retirement plan

WHEELING CORPORATION EMPLOYEES' RETIREMENT PLAN

Name: THE WHEELING CORPORATION - WHEELING CORPORATION EMPLOYEES' RETIREMENT PLAN (2015) Form 5500
Creator: THE WHEELING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHEELING CORPORATION EMPLOYEES' RETIREMENT PLAN, THE WHEELING CORPORATION

THE WHEELING CORPORATIONEIN 51-0326386Plan #001PY 2015

100 EAST FIRST STREET - BREWSTER, OH 44613330-767-3401

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$20.2M

No prior year

Total participants

439

No prior year

Average account balance

$49,967

No prior year

Annual return

-0.95%

No prior year

Benchmarks

See 227 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants250-999

Cohort227 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$42.63M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

474

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.

94.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$223

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166	Advisory (Plan)	$37,590
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$21,511

Plan features & details

Pension benefit codes2E2F2G2J2T

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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$13K

$32 / participant

Contract admin$13K100.0%

% of EOY assets

0.063%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MAYER HOFFMAN MCCANN P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,967

$57,435-13.0%

$105,218-52.5%

$55,191-9.5%

Participation rate

91.5%

71.3%+20.1pp

77.2%+14.3pp

69.2%+22.3pp

Annual return

-0.95%

2.97%-3.9pp

5.33%-6.3pp

10.78%-11.7pp

Employer contribution / active EE

$1,044

$1,920-45.6%

$3,255-67.9%

$1,899-45.0%

Participant deferral / active EE

$2,450

$3,495-29.9%

$4,867-49.7%

$3,046-19.6%

Admin fee / account holder

$32

$70-55.1%

$6,992-99.5%

$91-65.2%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC1+ years

Service code 27 · EIN 13-2638166

Advisory (Plan)

$37,590

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$21,511

WHEELING CORPORATION EMPLOYEES' RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHEELING CORPORATION 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