Retirement plan

WESTERN WATER WORKS SUPPLY COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Name: WESTERN WATER WORKS SUPPLY COMPANY - WESTERN WATER WORKS SUPPLY COMPANY EMPLOYEE STOCK OWNERSHIP PLAN (2021) Form 5500
Creator: WESTERN WATER WORKS SUPPLY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTERN WATER WORKS SUPPLY COMPANY EMPLOYEE STOCK OWNERSHIP PLAN, WESTERN WATER WORKS SUPPLY COMPANY

WESTERN WATER WORKS SUPPLY COMPANYEIN 95-1459073Plan #003PY 2021

5831 PINE AVE - CHINO HILLS, CA 917096531909-597-7000wwwsco.comLinkedIn51-200 employeesconstruction

Other plans on this EIN

1 filing

#004Retirement-$9.6M assets

Prospect flagsHigh feesHigh assets / participantRecently reached 100 employees

How to read this page

Total assets (EOY)

$41.1M

+29.1% from 2020

Total participants

106

+24.7% from 2020

Average account balance

$387,443

+3.5% from 2020

Annual return

28.56%

+19.25 pp from 2020

Benchmarks

See 9,036 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,036 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$48.42M

Not enough data

1 years with asset history on file

Average account balance

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

$682K

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.

48.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$986K

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

+5.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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 codes2E2I2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$769K

$8838 / participant

Other / not subdivided$769K100.0%

% of EOY assets

1.872%

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

$387,443

$99,994+287.5%

$146,647+164.2%

$85,851+351.3%

Participation rate

100.0%

73.1%+26.9pp

80.1%+19.9pp

69.3%+30.7pp

Annual return

28.56%

18.93%+9.6pp

22.75%+5.8pp

318.63%-290.1pp

Employer contribution / active EE

$8,183

$2,559+219.8%

$4,137+97.8%

$2,565+219.0%

Participant deferral / active EE

$4,006-100.0%

$5,506-100.0%

$3,952-100.0%

Admin fee / account holder

$7,254

$7,703-5.8%

$10,281-29.4%

$6,261+15.9%

WESTERN WATER WORKS SUPPLY COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTERN WATER WORKS SUPPLY COMPANY EMPLOYEE STOCK OWNERSHIP 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