Retirement plan

WHEELING CORPORATION EMPLOYEES RETIREMENT PLAN

Name: THE WHEELING CORPORATION - WHEELING CORPORATION EMPLOYEES RETIREMENT PLAN (2017) 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 2017

100 1ST SE - BREWSTER, OH 44613330-767-7257

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$24M

+15.7% from 2016

Total participants

468

-1.1% from 2016

Average account balance

$53,506

+17.3% from 2016

Annual return

13.89%

+7.92 pp from 2016

Benchmarks

See 238 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants250-999

Cohort238 peers

Snapshot2017

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

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Service providers

Top 10 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.2 years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$99,650
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166	Advisory (Plan)	$40,000
AB FUNDS1 year Service code 52 · EIN 13-5570651	Indirect Investment Fees	$0
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150	Indirect Investment Fees	$0
BLACKROCK1 year Service code 52 · EIN 51-0318674	Indirect Investment Fees	$0
LEGG MASON1 year Service code 52 · EIN 52-1268629	Indirect Investment Fees	$0
MFS INVESTMENT MANAGEMENT1 year Service code 52 · EIN 04-3158862	Indirect Investment Fees	$0
PIONEER1 year Service code 52 · EIN 04-3453709	Indirect Investment Fees	$0
PRINCIPAL INVESTORS1 year Service code 52 · EIN 91-1801401	Indirect Investment Fees	$0
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G3D3H2T

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$100K

$231 / participant

Contract admin$99K99.8%
Other / not subdivided$2130.2%

% of EOY assets

0.415%

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 PC
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,506

$68,544-21.9%

$115,752-53.8%

$69,631-23.2%

Participation rate

95.6%

74.0%+21.7pp

77.8%+17.8pp

70.7%+24.9pp

Annual return

13.89%

20.97%-7.1pp

19.41%-5.5pp

27571.02%-27557.1pp

Employer contribution / active EE

$1,165

$2,400-51.5%

$3,492-66.6%

$2,032-42.7%

Participant deferral / active EE

$2,662

$3,887-31.5%

$5,204-48.9%

$3,224-17.4%

Admin fee / account holder

$222

$90+145.7%

$6,278-96.5%

$110+101.0%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$99,650

UBS FINANCIAL SERVICES INC2 years

Filed as: UBS FINANCIAL SERVICES INC.

Service code 27 · EIN 13-2638166

Advisory (Plan)

$40,000

AB FUNDS1 year

Service code 52 · EIN 13-5570651

Indirect Investment Fees

AMERICAN FUNDS1 year

Service code 52 · EIN 95-2817150

Indirect Investment Fees

BLACKROCK1 year

Service code 52 · EIN 51-0318674

Indirect Investment Fees

LEGG MASON1 year

Service code 52 · EIN 52-1268629

Indirect Investment Fees

MFS INVESTMENT MANAGEMENT1 year

Service code 52 · EIN 04-3158862

Indirect Investment Fees

PIONEER1 year

Service code 52 · EIN 04-3453709

Indirect Investment Fees

PRINCIPAL INVESTORS1 year

Service code 52 · EIN 91-1801401

Indirect Investment Fees

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD

Service code 52 · EIN 52-0794097

Indirect Investment Fees

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