Retirement plan

WPS ENGINEERING 401K PLAN

Name: WPS ENGINEERING, LLC - WPS ENGINEERING 401K PLAN (2021) Form 5500
Creator: WPS ENGINEERING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WPS ENGINEERING 401K PLAN, WPS ENGINEERING, LLC

WPS ENGINEERING, LLCEIN 83-2693340Plan #001PY 2021

1401 CAMELBACK - LEANDER, TX 78641512-589-1349

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$153K

+88.8% from 2020

Total participants

+100.0% from 2020

Average account balance

$76,562

-5.6% from 2020

Annual return

22.06%

-11.22 pp from 2020

Benchmarks

See 126,134 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,134 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.21M

Not enough data

1 years with asset history on file

Average account balance

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

$442K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$262K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

+464.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$512

$256 / participant

Other / not subdivided$512100.0%

% of EOY assets

0.334%

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

$76,562

$176,077-56.5%

$159,455-52.0%

$167,518-54.3%

Participation rate

100.0%

84.9%+15.1pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

22.06%

331.83%-309.8pp

263.63%-241.6pp

478.71%-456.6pp

Employer contribution / active EE

$7,575

$5,298+43.0%

$4,830+56.8%

$4,838+56.6%

Participant deferral / active EE

$19,500

$7,751+151.6%

$7,353+165.2%

$6,342+207.5%

Admin fee / account holder

$256

$12,556-98.0%

$10,800-97.6%

$12,312-97.9%

WPS ENGINEERING 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WPS ENGINEERING 401K 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