Retirement plan

WCM INDUSTRIES, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN

Name: WCM INDUSTRIES, INC. - WCM INDUSTRIES, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN (2016) Form 5500
Creator: WCM INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WCM INDUSTRIES, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN, WCM INDUSTRIES, INC.

WCM INDUSTRIES, INC.EIN 84-1008970Plan #001PY 2016

2121 WAYNOKA ROAD - COLORADO SPRINGS, CO 80915719-572-2650

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$44.3M

+18.0% from 2015

Total participants

203

-2.4% from 2015

Average account balance

$226,078

+15.0% from 2015

Annual return

13.92%

+15.14 pp from 2015

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$107.70M

Not enough data

1 years with asset history on file

Average account balance

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

$406K

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.

265

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.

98.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.99M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+12.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$121

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 1 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN NATIONAL CORPORATIN Service code 13 · EIN 35-1140070	Contract Administrator	$9,161

Plan features & details

Pension benefit codes2E2F2G2J2T3D2R

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).
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$9K

$54 / participant

Investment mgmt$4935.4%
Contract admin$9K94.6%

% of EOY assets

0.021%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BIGGSKOFFORD, P.C.
Auditor EIN: 840884124
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$226,078

$60,165+275.8%

$74,184+204.8%

$55,167+309.8%

Participation rate

95.9%

74.2%+21.8pp

76.6%+19.3pp

69.0%+26.9pp

Annual return

13.92%

10.00%+3.9pp

17.74%-3.8pp

169.23%-155.3pp

Employer contribution / active EE

$15,539

$1,600+871.4%

$2,370+555.6%

$1,963+691.8%

Participant deferral / active EE

$3,202

$2,973+7.7%

$3,550-9.8%

$3,054+4.9%

Admin fee / account holder

$47

$419-88.9%

$5,586-99.2%

$504-90.7%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION2+ years

Filed as: LINCOLN NATIONAL CORPORATIN

Service code 13 · EIN 35-1140070

Contract Administrator

$9,161

WCM INDUSTRIES, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WCM INDUSTRIES, INC. EMPLOYEE SAVINGS AND INVESTMENT 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