Retirement plan

WOOD GLEN HALL 401(K) PLAN

Name: WOOD GLEN HALL, INC. - WOOD GLEN HALL 401(K) PLAN (2018) Form 5500
Creator: WOOD GLEN HALL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOOD GLEN HALL 401(K) PLAN, WOOD GLEN HALL, INC.

WOOD GLEN HALL, INC.EIN 95-1909389Plan #001PY 2018

3010 FOOTHILL ROAD - SANTA BARBARA, CA 93105805-687-7771LinkedIn11-50 employeeshealth, wellness and fitness

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+20.1% from 2017

Total participants

+10.2% from 2017

Average account balance

$25,068

+20.1% from 2017

Annual return

9.87%

-2.97 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.55M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

93.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+8.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18790

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 codes2E2F2G2J3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$76 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.297%

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

$25,068

$75,962-67.0%

$154,111-83.7%

$64,173-60.9%

Participation rate

60.9%

70.4%-9.5pp

83.0%-22.2pp

69.6%-8.7pp

Annual return

9.87%

30.32%-20.5pp

735.18%-725.3pp

7.63%+2.2pp

Employer contribution / active EE

$726

$3,350-78.3%

$5,298-86.3%

$2,381-69.5%

Participant deferral / active EE

$1,517

$3,175-52.2%

$5,081-70.1%

$3,470-56.3%

Admin fee / account holder

$74

$5,589-98.7%

$13,411-99.4%

$4,887-98.5%

WOOD GLEN HALL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WOOD GLEN HALL 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