Retirement plan

WAREHOUSE SERVICES, INC. PROFIT SHARING PLAN

Name: WAREHOUSE SERVICES, INC. - WAREHOUSE SERVICES, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: WAREHOUSE SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WAREHOUSE SERVICES, INC. PROFIT SHARING PLAN, WAREHOUSE SERVICES, INC.

WAREHOUSE SERVICES, INC.EIN 57-0830863Plan #001PY 2015

2101 HIGHWAY 69 SOUTH P.O. BOX 608 - MT. VERNON, IN 47620812-831-4053

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$42.7M

No prior year

Total participants

1,205

No prior year

Average account balance

$35,763

No prior year

Annual return

-1.32%

No prior year

Benchmarks

See 6,392 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants1,000-4,999

Cohort6,392 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$123.06M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

4,224

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

$13.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 1 by compensation

Provider	Service type	Compensation
FIFTH THIRD BANK RETIREMENT SERVICE1+ years Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263	Recordkeeping Fees	$0

Plan features & details

Pension benefit codes2E2H2J3D3H2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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: DIXON HUGHES GOODMAN LLP
Auditor EIN: 560747981
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,763

$59,188-39.6%

$63,412-43.6%

$59,188-39.6%

Participation rate

99.0%

69.4%+29.6pp

67.1%+31.9pp

69.4%+29.6pp

Annual return

-1.32%

5.51%-6.8pp

4.04%-5.4pp

5.51%-6.8pp

Employer contribution / active EE

$2,896

$2,098+38.0%

$1,814+59.6%

$2,098+38.0%

Participant deferral / active EE

$1,305

$3,265-60.0%

$2,496-47.7%

$3,265-60.0%

Admin fee / account holder

$92-100.0%

$3,753-100.0%

$92-100.0%

Provider

Service type

Compensation

FIFTH THIRD BANK RETIREMENT SERVICE1+ years

Service code 64

38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263

Recordkeeping Fees

WAREHOUSE SERVICES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WAREHOUSE SERVICES, INC. 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