Retirement plan

WAREHOUSE SERVICES, INC. PROFIT SHARING PLAN

Name: WAREHOUSE SERVICES, INC. - WAREHOUSE SERVICES, INC. PROFIT SHARING PLAN (2016) 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 2016

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)

$47.8M

+11.8% from 2015

Total participants

1,245

+3.3% from 2015

Average account balance

$38,896

+8.8% from 2015

Annual return

4.64%

+5.96 pp from 2015

Benchmarks

See 6,974 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants1,000-4,999

Cohort6,974 peers

Snapshot2016

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 SERVICE2+ years Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263	Recordkeeping Fees	$39,530

Plan features & details

Pension benefit codes2E2H2J3D3H

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.
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

$30K

$26 / participant

Contract admin$30K100.0%

% of EOY assets

0.064%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,896

$63,975-39.2%

$40,145,923-99.9%

$63,975-39.2%

Participation rate

98.5%

71.1%+27.4pp

68.4%+30.1pp

71.1%+27.4pp

Annual return

4.64%

48.65%-44.0pp

5.24%-0.6pp

48.65%-44.0pp

Employer contribution / active EE

$4,161

$2,182+90.7%

$1,844+125.7%

$2,182+90.7%

Participant deferral / active EE

$1,329

$3,356-60.4%

$2,591-48.7%

$3,356-60.4%

Admin fee / account holder

$25

$70-64.9%

$2,903-99.1%

$70-64.9%

Provider

Service type

Compensation

FIFTH THIRD BANK RETIREMENT SERVICE2+ years

Service code 64

38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263

Recordkeeping Fees

$39,530

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