Retirement plan

WISCONSIN GROCERS ASSOCIATION, INC. PENSION PLAN

Name: WISCONSIN GROCERS ASSOCIATION INC. - WISCONSIN GROCERS ASSOCIATION, INC. PENSION PLAN (2018) Form 5500
Creator: WISCONSIN GROCERS ASSOCIATION INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WISCONSIN GROCERS ASSOCIATION, INC. PENSION PLAN, WISCONSIN GROCERS ASSOCIATION INC.

WISCONSIN GROCERS ASSOCIATION INC.EIN 90-0821535Plan #001PY 2018

10 W MIFFLIN ST STE 205 - MADISON, WI 537032565608-244-7150wisconsingrocers.comLinkedIn1-10 employeessupermarkets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$861K

+1.4% from 2017

Total participants

0.0% from 2017

Average account balance

$172,111

+1.4% from 2017

Annual return

-4.60%

-11.75 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$296K

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+3.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$174328

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 codes2E2F2G2J2T3D

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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$172,111

$95,188+80.8%

$76,518+124.9%

$135,379+27.1%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

-4.60%

4.85%-9.5pp

-0.27%-4.3pp

519.79%-524.4pp

Employer contribution / active EE

$8,446

$3,303+155.7%

$2,647+219.0%

$4,779+76.7%

Participant deferral / active EE

$4,225

$4,640-8.9%

$3,836+10.1%

$5,609-24.7%

Admin fee / account holder

$6,249-100.0%

$4,849-100.0%

$10,828-100.0%

WISCONSIN GROCERS ASSOCIATION, INC. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WISCONSIN GROCERS ASSOCIATION, INC. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion