Retirement plan

WB&B EXECUTIVE SEARCH, LLC 401(K) PLAN

Name: WB&B EXECUTIVE SEARCH, LLC - WB&B EXECUTIVE SEARCH, LLC 401(K) PLAN (2020) Form 5500
Creator: WB&B EXECUTIVE SEARCH, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WB&B EXECUTIVE SEARCH, LLC 401(K) PLAN, WB&B EXECUTIVE SEARCH, LLC

WB&B EXECUTIVE SEARCH, LLCEIN 81-3430242Plan #002PY 2020

1000 FRANKLIN AVENUE, SUITE 201 - GARDEN CITY, NY 11530516-743-3000

Other plans on this EIN

1 filing

#001Retirement-$869K assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$452K

+170.3% from 2019

Total participants

0.0% from 2019

Average account balance

$90,437

+170.3% from 2019

Annual return

10.38%

+10.38 pp from 2019

Benchmarks

See 14,128 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,128 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.67M

Not enough data

1 years with asset history on file

Average account balance

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

$334K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5335

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$2K

$320 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.354%

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

$90,437

$109,411-17.3%

$89,435+1.1%

$158,982-43.1%

Participation rate

100.0%

74.3%+25.7pp

68.0%+32.0pp

82.0%+18.0pp

Annual return

10.38%

345.68%-335.3pp

245.55%-235.2pp

302.99%-292.6pp

Employer contribution / active EE

$30,103

$3,173+848.8%

$2,587+1063.6%

$4,763+532.0%

Participant deferral / active EE

$23,400

$4,600+408.7%

$3,890+501.5%

$5,983+291.1%

Admin fee / account holder

$320

$6,159-94.8%

$4,884-93.4%

$11,252-97.2%

WB&B EXECUTIVE SEARCH, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WB&B EXECUTIVE SEARCH, LLC 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