Retirement plan

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

Name: WB&B EXECUTIVE SEARCH, LLC - WB&B EXECUTIVE SEARCH, LLC 401(K) PLAN (2021) 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 2021

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

Other plans on this EIN

1 filing

#001Retirement-$1.9M assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$807K

+78.5% from 2020

Total participants

0.0% from 2020

Average account balance

$161,457

+78.5% from 2020

Annual return

13.19%

+2.81 pp from 2020

Benchmarks

See 15,329 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort15,329 peers

Snapshot2021

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

$3K

$536 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.332%

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

$161,457

$114,093+41.5%

$96,171+67.9%

$167,536-3.6%

Participation rate

100.0%

75.1%+24.9pp

68.4%+31.6pp

82.1%+17.9pp

Annual return

13.19%

190.00%-176.8pp

192.04%-178.9pp

478.82%-465.6pp

Employer contribution / active EE

$35,691

$3,429+940.7%

$2,799+1175.2%

$4,839+637.6%

Participant deferral / active EE

$23,400

$5,197+350.3%

$4,350+437.9%

$6,342+269.0%

Admin fee / account holder

$536

$6,899-92.2%

$5,538-90.3%

$12,315-95.6%

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