Retirement plan

GWITCHYAA ZHEE CORPORATION CASH DEFERRED PLAN

Name: GWITCHYAA ZHEE CORPORATION - GWITCHYAA ZHEE CORPORATION CASH DEFERRED PLAN (2017) Form 5500
Creator: GWITCHYAA ZHEE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GWITCHYAA ZHEE CORPORATION CASH DEFERRED PLAN, GWITCHYAA ZHEE CORPORATION

GWITCHYAA ZHEE CORPORATIONEIN 92-0044903Plan #001PY 2017

P.O. BOX 329 - FORT YUKON, AK 99740907-662-2933gzcorporation.orgLinkedIn1-10 employeesutilities

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$178K

+31.4% from 2016

Total participants

-16.7% from 2016

Average account balance

$44,399

+97.1% from 2016

Annual return

20.32%

+10.02 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$692K

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26877

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 codes2C2G2J3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$28K

$5524 / participant

Other / not subdivided$28K100.0%

% of EOY assets

15.553%

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

$44,399

$106,008-58.1%

$92,240-51.9%

$147,586-69.9%

Participation rate

80.0%

80.4%-0.4pp

76.5%+3.5pp

82.8%-2.8pp

Annual return

20.32%

50.05%-29.7pp

176.29%-156.0pp

578.59%-558.3pp

Employer contribution / active EE

$3,430

$4,333-20.8%

$3,680-6.8%

$4,876-29.7%

Participant deferral / active EE

$5,071

$4,478+13.2%

$3,897+30.1%

$5,439-6.8%

Admin fee / account holder

$6,906

$6,333+9.0%

$5,194+32.9%

$10,886-36.6%

GWITCHYAA ZHEE CORPORATION CASH DEFERRED PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GWITCHYAA ZHEE CORPORATION CASH DEFERRED 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