Retirement plan

WESTERN WATER WORKS SUPPLY COMPANY 401(K) PLAN

Name: WESTERN WATER WORKS SUPPLY CO - WESTERN WATER WORKS SUPPLY COMPANY 401(K) PLAN (2016) Form 5500
Creator: WESTERN WATER WORKS SUPPLY CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WESTERN WATER WORKS SUPPLY COMPANY 401(K) PLAN, WESTERN WATER WORKS SUPPLY CO

WESTERN WATER WORKS SUPPLY COEIN 95-1459073Plan #004PY 2016

5831 PINE AVE - CHINO HILLS, CA 917096531909-660-1346wwwsco.comLinkedIn51-200 employeesconstruction

Other plans on this EIN

1 filing

#003Retirement-$19.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.9M

No prior year

Total participants

No prior year

Average account balance

$55,351

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.73M

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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.

127

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.

116.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$993K

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

+12.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1959

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing 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.

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

$27K

$356 / participant

Other / not subdivided$27K100.0%

% of EOY assets

0.556%

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

$55,351

$69,977-20.9%

$108,582-49.0%

$62,881-12.0%

Participation rate

89.5%

72.9%+16.6pp

79.6%+9.9pp

69.3%+20.2pp

Annual return

0.00%

10.73%-10.7pp

-51.70%+51.7pp

20.14%-20.1pp

Employer contribution / active EE

$2,135-100.0%

$3,758-100.0%

$2,281-100.0%

Participant deferral / active EE

$4,484

$3,165+41.7%

$4,311+4.0%

$3,203+40.0%

Admin fee / account holder

$308

$5,076-93.9%

$7,645-96.0%

$4,296-92.8%

WESTERN WATER WORKS SUPPLY COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WESTERN WATER WORKS SUPPLY COMPANY 401(K) 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