Retirement plan

EMPLOYEE BENEFIT PLAN OF WYOMING HOUSING NETWORK WYOMING HOUSING NETWORK INC

Name: WYOMING HOUSING NETWORK, INC. - EMPLOYEE BENEFIT PLAN OF WYOMING HOUSING NETWORK WYOMING HOUSING NETWORK INC (2017) Form 5500
Creator: WYOMING HOUSING NETWORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF WYOMING HOUSING NETWORK WYOMING HOUSING NETWORK INC, WYOMING HOUSING NETWORK, INC.

WYOMING HOUSING NETWORK, INC.EIN 75-3155083Plan #001PY 2017

2345 E 2ND ST - CASPER, WY 826092048307-472-5843whninc.orgLinkedIn1-10 employeesreal estate

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$163K

+56.5% from 2016

Total participants

+20.0% from 2016

Average account balance

$13,609

+30.4% from 2016

Annual return

18.19%

-1.10 pp from 2016

Benchmarks

See 106,903 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$902K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6172

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 codes2F2S2T3D

Plan features

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$107

$13 / participant

Other / not subdivided$107100.0%

% of EOY assets

0.066%

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

$13,609

$198,457-93.1%

$170,435-92.0%

$147,586-90.8%

Participation rate

100.0%

88.0%+12.0pp

83.6%+16.4pp

82.8%+17.2pp

Annual return

18.19%

257.30%-239.1pp

205.94%-187.8pp

578.59%-560.4pp

Employer contribution / active EE

$1,322

$6,183-78.6%

$5,432-75.7%

$4,876-72.9%

Participant deferral / active EE

$3,680

$5,629-34.6%

$4,939-25.5%

$5,439-32.3%

Admin fee / account holder

$16,852-99.9%

$13,881-99.9%

$10,886-99.9%

EMPLOYEE BENEFIT PLAN OF WYOMING HOUSING NETWORK WYOMING HOUSING NETWORK INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF WYOMING HOUSING NETWORK WYOMING HOUSING NETWORK INC

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