Retirement plan

ALL WHEEL DRIVE EQUIPMENT MANUFACTURING, INC. 401(K) PLAN

Name: ALL WHEEL DRIVE EQUIPMENT MANUFACTURING, INC. - ALL WHEEL DRIVE EQUIPMENT MANUFACTURING, INC. 401(K) PLAN (2020) Form 5500
Creator: ALL WHEEL DRIVE EQUIPMENT MANUFACTURING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL WHEEL DRIVE EQUIPMENT MANUFACTURING, INC. 401(K) PLAN, ALL WHEEL DRIVE EQUIPMENT MANUFACTURING, INC.

ALL WHEEL DRIVE EQUIPMENT MANUFACTURING, INC.EIN 73-1476760Plan #001PY 2020

2022 E 61ST ST N - TULSA, OK 741301393918-425-5225allwheeldriveequip.comLinkedIn11-50 employeesoil & energy

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$227K

-14.8% from 2019

Total participants

-18.8% from 2019

Average account balance

$25,214

+13.6% from 2019

Annual return

10.09%

-8.81 pp from 2019

Benchmarks

See 21,446 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,446 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$367K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1331

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 codes2E2F2G2J2T3C3D

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$112K

$10166 / participant

Other / not subdivided$112K100.0%

% of EOY assets

49.278%

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

$25,214

$112,131-77.5%

$95,964-73.7%

$158,982-84.1%

Participation rate

63.6%

79.0%-15.4pp

77.1%-13.4pp

82.0%-18.3pp

Annual return

10.09%

171.19%-161.1pp

91.64%-81.6pp

302.99%-292.9pp

Employer contribution / active EE

$1,310

$3,199-59.0%

$2,541-48.4%

$4,763-72.5%

Participant deferral / active EE

$2,402

$4,784-49.8%

$4,167-42.4%

$5,983-59.9%

Admin fee / account holder

$12,425

$10,136+22.6%

$6,797+82.8%

$11,252+10.4%

ALL WHEEL DRIVE EQUIPMENT MANUFACTURING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL WHEEL DRIVE EQUIPMENT MANUFACTURING, 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