Retirement plan

THE WARNER-GRAHAM COMPANY 401(K) PROFIT SHARING PLAN

Name: THE WARNER-GRAHAM COMPANY - THE WARNER-GRAHAM COMPANY 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: THE WARNER-GRAHAM COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE WARNER-GRAHAM COMPANY 401(K) PROFIT SHARING PLAN, THE WARNER-GRAHAM COMPANY

THE WARNER-GRAHAM COMPANYEIN 52-1507828Plan #001PY 2017

P.O. BOX 249 - COCKEYSVILLE, MD 21030410-667-6200warnergraham.comLinkedIn11-50 employeeschemicals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.5M

+24.4% from 2016

Total participants

-8.7% from 2016

Average account balance

$130,896

+30.9% from 2016

Annual return

16.39%

+10.43 pp from 2016

Benchmarks

See 8,098 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,098 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.80M

Not enough data

1 years with asset history on file

Average account balance

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

$112K

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.

119.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$144K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11149

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 codes2E2G2J3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$5K

$246 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.197%

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

$130,896

$104,251+25.6%

$91,004+43.8%

$147,586-11.3%

Participation rate

90.0%

78.2%+11.8pp

75.6%+14.4pp

82.8%+7.2pp

Annual return

16.39%

27.06%-10.7pp

4.60%+11.8pp

578.59%-562.2pp

Employer contribution / active EE

$2,377

$3,116-23.7%

$2,456-3.2%

$4,876-51.2%

Participant deferral / active EE

$5,853

$4,195+39.5%

$3,548+65.0%

$5,439+7.6%

Admin fee / account holder

$258

$8,948-97.1%

$5,417-95.2%

$10,886-97.6%

THE WARNER-GRAHAM COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE WARNER-GRAHAM COMPANY 401(K) 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