Retirement plan

CA WILSON ELECTRIC SERVICE, INC. 401(K) PLAN

Name: C.A. WILSON ELECTRIC SERVICE, INC. - CA WILSON ELECTRIC SERVICE, INC. 401(K) PLAN (2019) Form 5500
Creator: C.A. WILSON ELECTRIC SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CA WILSON ELECTRIC SERVICE, INC. 401(K) PLAN, C.A. WILSON ELECTRIC SERVICE, INC.

C.A. WILSON ELECTRIC SERVICE, INC.EIN 56-1152703Plan #001PY 2019

PO BOX 745 - HIGHLANDS, NC 28741828-526-2568

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+35.4% from 2018

Total participants

+4.9% from 2018

Average account balance

$59,085

+25.5% from 2018

Annual return

28.79%

+34.66 pp from 2018

Benchmarks

See 2,039 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,039 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.78M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

89.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$198K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10643

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 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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$12K

$367 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.516%

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

$59,085

$58,523+1.0%

$99,470-40.6%

$72,983-19.0%

Participation rate

94.1%

64.6%+29.5pp

73.8%+20.3pp

69.5%+24.6pp

Annual return

28.79%

28.51%+0.3pp

30.72%-1.9pp

81.01%-52.2pp

Employer contribution / active EE

$1,112

$1,512-26.5%

$2,540-56.2%

$2,440-54.4%

Participant deferral / active EE

$2,639

$2,606+1.3%

$3,619-27.1%

$3,608-26.9%

Admin fee / account holder

$305

$4,102-92.6%

$6,252-95.1%

$5,124-94.1%

CA WILSON ELECTRIC SERVICE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CA WILSON ELECTRIC SERVICE, INC. 401(K) 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