Retirement plan

WORLD RESOURCES INSTITUTE PENSION PLAN

Name: WORLD RESOURCES INSTITUTE - WORLD RESOURCES INSTITUTE PENSION PLAN (2016) Form 5500
Creator: WORLD RESOURCES INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WORLD RESOURCES INSTITUTE PENSION PLAN, WORLD RESOURCES INSTITUTE

WORLD RESOURCES INSTITUTEEIN 52-1257057Plan #001PY 2016

10 G STREET NORTHEAST - WASHINGTON, DC 20002202-729-7810wri.orgLinkedIn1001-5000 employeesnon-profit organization management

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed September 11, 2012

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$35.5M

+16.9% from 2015

Total participants

644

+19.0% from 2015

Average account balance

$59,375

+5.6% from 2015

Annual return

10.31%

+11.03 pp from 2015

Benchmarks

See 783 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort783 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$126.78M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

1,149

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.84M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+18.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$248

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 2 by compensation

Provider	Service type	Compensation
BOWMAN & COMPANY LLP2+ years Filed as: BOWMAN GASKINS FINANCIAL GROUP Service code 27 410 PINE STREET SE #300 · VIENNA, VA 22180	Advisory (Plan)	$94,985
CPI QUALIFIED PLAN CONSULTANTS, INC2+ years Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530	Float revenue; Direct payment from th...	$40,062

Plan features & details

Pension benefit codes2A2F2G2M2S2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$129K

$350 / participant

Investment mgmt$95K73.3%
Contract admin$34K26.7%

% of EOY assets

0.363%

all-in expense ratio

Categories reported

2 / 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: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,375

$39,859+49.0%

$78,676-24.5%

$57,658+3.0%

Participation rate

87.5%

66.1%+21.4pp

73.6%+13.9pp

70.2%+17.3pp

Annual return

10.31%

18.96%-8.7pp

62.19%-51.9pp

5.13%+5.2pp

Employer contribution / active EE

$4,589

$1,786+157.0%

$2,850+61.0%

$1,974+132.5%

Participant deferral / active EE

$5,448

$2,248+142.4%

$3,517+54.9%

$3,061+78.0%

Admin fee / account holder

$216

$76+182.9%

$4,510-95.2%

$95+128.0%

Provider

Service type

Compensation

BOWMAN & COMPANY LLP2+ years

Filed as: BOWMAN GASKINS FINANCIAL GROUP

Service code 27

410 PINE STREET SE #300 · VIENNA, VA 22180

Advisory (Plan)

$94,985

CPI QUALIFIED PLAN CONSULTANTS, INC2+ years

Service code 12 · EIN 48-1205033

1809 24TH STREET · GREAT BEND, KS 67530

Float revenue; Direct payment from th...

$40,062

WORLD RESOURCES INSTITUTE PENSION PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WORLD RESOURCES INSTITUTE PENSION PLAN

Top hat statement on fileNQDC

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