Retirement plan

WILLWOODS COMMUNITY EMPLOYEE PROFIT SHARING AND 401(K) PLAN AND TRUST

Name: WILLWOODS COMMUNITY - WILLWOODS COMMUNITY EMPLOYEE PROFIT SHARING AND 401(K) PLAN AND TRUST (2019) Form 5500
Creator: WILLWOODS COMMUNITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLWOODS COMMUNITY EMPLOYEE PROFIT SHARING AND 401(K) PLAN AND TRUST, WILLWOODS COMMUNITY

WILLWOODS COMMUNITYEIN 72-0883574Plan #001PY 2019

3900 HOWARD AVENUE - NEW ORLEANS, LA 70125504-830-3700willwoods.orgLinkedIn51-200 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.7M

+26.2% from 2018

Total participants

+3.2% from 2018

Average account balance

$42,743

+18.3% from 2018

Annual return

20.29%

+27.92 pp from 2018

Benchmarks

See 8,598 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,598 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.35M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

151.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

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

+11.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1287

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 codes2E2F2G2J2T3D3H

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$9K

$221 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.339%

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

$42,743

$54,763-21.9%

$90,324-52.7%

$72,976-41.4%

Participation rate

97.6%

65.2%+32.5pp

73.3%+24.3pp

69.5%+28.1pp

Annual return

20.29%

30.63%-10.3pp

78.15%-57.9pp

81.02%-60.7pp

Employer contribution / active EE

$1,632

$2,093-22.0%

$2,856-42.8%

$2,440-33.1%

Participant deferral / active EE

$1,619

$2,887-43.9%

$3,885-58.3%

$3,608-55.1%

Admin fee / account holder

$145

$3,973-96.4%

$5,356-97.3%

$5,124-97.2%

WILLWOODS COMMUNITY EMPLOYEE PROFIT SHARING AND 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLWOODS COMMUNITY EMPLOYEE PROFIT SHARING AND 401(K) PLAN AND TRUST

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