Retirement plan

BILL WILSON CENTER RETIREMENT PLAN III

Name: BILL WILSON CENTER - BILL WILSON CENTER RETIREMENT PLAN III (2019) Form 5500
Creator: BILL WILSON CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BILL WILSON CENTER RETIREMENT PLAN III, BILL WILSON CENTER

BILL WILSON CENTEREIN 94-2221849Plan #003PY 2019

3490 THE ALAMEDA - SANTA CLARA, CA 950504333408-243-0222billwilsoncenter.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$6.1M

+21.0% from 2018

Total participants

308

-6.4% from 2018

Average account balance

$22,747

+9.2% from 2018

Annual return

5.99%

-3.14 pp from 2018

Benchmarks

See 5,341 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,341 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.53M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

394

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.

44.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$924K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+11.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$166

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 1300 S CLINTON AVE · FORT WAYNE, IN 46801	Contract Administrator	$17,186
THE ROSE FINANCIAL GROUP LLC1 year Filed as: THE ROSE FINANCIAL GROUP, LLC Service code 15 · EIN 35-2130755 6602 E 75TH ST · INDIANAPOLIS, IN 46250	Recordkeeping	$5,933

Plan features & details

Pension benefit codes2E2J2F2G3D2T

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

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

Expense breakdown

Schedule H Part II

Admin total

$23K

$96 / participant

Investment mgmt$16K68.8%
Other / not subdivided$7K31.2%

% of EOY assets

0.381%

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: LONG AND ASSOCIATES
Auditor EIN: 352009629
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,747

$52,967-57.1%

$172,753-86.8%

$65,186-65.1%

Participation rate

83.0%

66.2%+16.8pp

82.6%+0.3pp

70.2%+12.8pp

Annual return

5.99%

30.12%-24.1pp

803.00%-797.0pp

29.39%-23.4pp

Employer contribution / active EE

$3,371

$2,190+53.9%

$5,144-34.5%

$2,177+54.9%

Participant deferral / active EE

$944

$2,471-61.8%

$5,198-81.8%

$3,514-73.1%

Admin fee / account holder

$87

$472-81.7%

$13,956-99.4%

$847-89.8%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION3 years

Filed as: LINCOLN NATIONAL CORP

Service code 13 · EIN 35-1140070

1300 S CLINTON AVE · FORT WAYNE, IN 46801

Contract Administrator

$17,186

THE ROSE FINANCIAL GROUP LLC1 year

Filed as: THE ROSE FINANCIAL GROUP, LLC

Service code 15 · EIN 35-2130755

6602 E 75TH ST · INDIANAPOLIS, IN 46250

Recordkeeping

$5,933

BILL WILSON CENTER RETIREMENT PLAN III

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BILL WILSON CENTER RETIREMENT PLAN III

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