Retirement plan

WALKER MANUFACTURING COMPANY 401(K) PLAN

Name: WALKER MANUFACTURING COMPANY - WALKER MANUFACTURING COMPANY 401(K) PLAN (2019) Form 5500
Creator: WALKER MANUFACTURING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALKER MANUFACTURING COMPANY 401(K) PLAN, WALKER MANUFACTURING COMPANY

WALKER MANUFACTURING COMPANYEIN 84-0690193Plan #001PY 2019

5925 E. HARMONY ROAD - FORT COLLINS, CO 80528970-221-5614walker.comLinkedIn51-200 employeesmachinery

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$6.1M

+34.8% from 2018

Total participants

173

-11.3% from 2018

Average account balance

$56,327

+50.8% from 2018

Annual return

28.03%

+32.42 pp from 2018

Benchmarks

See 4,276 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,276 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.94M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

126

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.

56.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$461K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+18.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$181

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
EDWARD JONES3 years Service code 12 · EIN 43-0345811 12555 MANCHESTER RD · ST LOUIS, MO 63131	Direct payment from the plan; Claims ...	$2,087
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618	Recordkeeping Fees	$175

Plan features & details

Pension benefit codes2E2F2J2K2T3D

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).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$10K

$58 / participant

Investment mgmt$10K100.0%

% of EOY assets

0.157%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: GATES, KIRBY & COMPANY, P.C.
Auditor EIN: 841103523
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,327

$65,378-13.8%

$87,103-35.3%

$65,186-13.6%

Participation rate

61.4%

75.3%-13.9pp

76.9%-15.4pp

70.2%-8.8pp

Annual return

28.03%

31.28%-3.2pp

28.19%-0.2pp

29.39%-1.4pp

Employer contribution / active EE

$1,823-100.0%

$2,521-100.0%

$2,177-100.0%

Participant deferral / active EE

$2,503

$3,389-26.1%

$4,049-38.2%

$3,514-28.8%

Admin fee / account holder

$88

$520-83.0%

$7,491-98.8%

$847-89.6%

Provider

Service type

Compensation

EDWARD JONES3 years

Service code 12 · EIN 43-0345811

12555 MANCHESTER RD · ST LOUIS, MO 63131

Direct payment from the plan; Claims ...

$2,087

AMERICAN FUNDS1 year

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 64

6455 IRVINE CENTER DRIVE · IRVINE, CA 92618

Recordkeeping Fees

$175

WALKER MANUFACTURING COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALKER MANUFACTURING COMPANY 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