Retirement plan

WINSHAPE FOUNDATION, INC. EMPLOYEES RETIREMENT PLAN

Name: WINSHAPE FOUNDATION, INC. - WINSHAPE FOUNDATION, INC. EMPLOYEES RETIREMENT PLAN (2015) Form 5500
Creator: WINSHAPE FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINSHAPE FOUNDATION, INC. EMPLOYEES RETIREMENT PLAN, WINSHAPE FOUNDATION, INC.

WINSHAPE FOUNDATION, INC.EIN 58-1595471Plan #001PY 2015

5200 BUFFINGTON ROAD - ATLANTA, GA 30349404-765-8000winshapefoundation.comLinkedIn201-500 employeesnon-profit organization management

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$8.1M

No prior year

Total participants

247

No prior year

Average account balance

$43,563

No prior year

Annual return

0.66%

No prior year

Benchmarks

See 1,412 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,412 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$37.05M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

523

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.

76.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.89M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+15.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23

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
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$2,324

Plan features & details

Pension benefit codes2F2G2J2T3H2E

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.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$3K

$17 / participant

Investment mgmt$1K33.6%
Other / not subdivided$2K66.4%

% of EOY assets

0.043%

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: BABUSH, NEIMAN, KORNMAN AND JOHNSON
Auditor EIN: 580942047
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,563

$41,854+4.1%

$73,836-41.0%

$52,331-16.8%

Participation rate

70.3%

66.2%+4.1pp

73.4%-3.1pp

68.1%+2.2pp

Annual return

0.66%

2.11%-1.5pp

2268.06%-2267.4pp

4.54%-3.9pp

Employer contribution / active EE

$3,003

$1,920+56.4%

$2,787+7.7%

$1,882+59.6%

Participant deferral / active EE

$1,724

$2,498-31.0%

$3,583-51.9%

$3,022-42.9%

Admin fee / account holder

$19

$493-96.2%

$4,882-99.6%

$592-96.8%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$2,324

WINSHAPE FOUNDATION, INC. EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINSHAPE FOUNDATION, INC. EMPLOYEES RETIREMENT 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