Retirement plan

WATER WAY DISTRIBUTING CO, INC 401(K) PLAN

Name: WATER WAY DISTRIBUTING CO, INC - WATER WAY DISTRIBUTING CO, INC 401(K) PLAN (2017) Form 5500
Creator: WATER WAY DISTRIBUTING CO, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WATER WAY DISTRIBUTING CO, INC 401(K) PLAN, WATER WAY DISTRIBUTING CO, INC

WATER WAY DISTRIBUTING CO, INCEIN 63-1039279Plan #001PY 2017

2919 THIRD AVENUE NORTH - BIRMINGHAM, AL 352033907205-252-6754thewaterway.comLinkedIn11-50 employeesfood production

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$862K

+29.1% from 2016

Total participants

0.0% from 2016

Average account balance

$41,049

+35.2% from 2016

Annual return

22.09%

+10.49 pp from 2016

Benchmarks

See 3,171 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,171 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

57.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

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

+14.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$214

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$171 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.396%

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

$41,049

$100,901-59.3%

$75,670-45.8%

$147,585-72.2%

Participation rate

70.0%

77.1%-7.1pp

72.3%-2.3pp

82.8%-12.8pp

Annual return

22.09%

35.78%-13.7pp

27.34%-5.2pp

578.57%-556.5pp

Employer contribution / active EE

$1,248

$3,253-61.6%

$2,352-46.9%

$4,876-74.4%

Participant deferral / active EE

$1,248

$4,027-69.0%

$3,142-60.3%

$5,439-77.0%

Admin fee / account holder

$162

$11,285-98.6%

$5,800-97.2%

$10,885-98.5%

WATER WAY DISTRIBUTING CO, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WATER WAY DISTRIBUTING CO, 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