Retirement plan

WASHINGTON FIRE COMMISSIONERS ASSOCIATION PENSION PLAN

Name: WASHINGTON FIRE COMMISSIONERS ASSOC - WASHINGTON FIRE COMMISSIONERS ASSOCIATION PENSION PLAN (2021) Form 5500
Creator: WASHINGTON FIRE COMMISSIONERS ASSOC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WASHINGTON FIRE COMMISSIONERS ASSOCIATION PENSION PLAN, WASHINGTON FIRE COMMISSIONERS ASSOC

WASHINGTON FIRE COMMISSIONERS ASSOCEIN 91-0595380Plan #001PY 2021

P. O. BOX 134 - OLYMPIA, WA 98507360-943-3880wfca.wa.govLinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$483K

-28.1% from 2020

Total participants

-100.0% from 2020

Average account balance

-100.0% from 2020

Annual return

2.80%

-0.94 pp from 2020

Benchmarks

See 1,812 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Cohort1,812 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$555K

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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

$44K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+4.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18028

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 codes2C2E2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing 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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$243K

Other / not subdivided$243K100.0%

% of EOY assets

50.254%

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

$229,360-100.0%

$76,080-100.0%

Participation rate

0.0%

68.8%-68.8pp

79.4%-79.4pp

Annual return

2.80%

12.30%-9.5pp

42.50%-39.7pp

Employer contribution / active EE

$2,220-100.0%

$3,962-100.0%

Participant deferral / active EE

$3,745-100.0%

$4,905-100.0%

Admin fee / account holder

$25,444-100.0%

$4,883-100.0%

WASHINGTON FIRE COMMISSIONERS ASSOCIATION PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WASHINGTON FIRE COMMISSIONERS ASSOCIATION PENSION 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