Retirement plan

ASSOCIATION OF WOODWORKING & FURNISHING SUPPLIERS 401(K) PROFIT SHARING PLAN

Name: ASSOCIATION OF WOODWORKING & FURNISHING SUPPLIERS - ASSOCIATION OF WOODWORKING & FURNISHING SUPPLIERS 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ASSOCIATION OF WOODWORKING & FURNISHING SUPPLIERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION OF WOODWORKING & FURNISHING SUPPLIERS 401(K) PROFIT SHARING PLAN, ASSOCIATION OF WOODWORKING & FURNISHING SUPPLIERS

ASSOCIATION OF WOODWORKING & FURNISHING SUPPLIERSEIN 95-3539433Plan #001PY 2017

2400 E. KATELLA AVENUE, SUTIE 340 - ANAHEIM, CA 92806323-215-0308awfs.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$285K

-1.8% from 2016

Total participants

0.0% from 2016

Average account balance

$35,678

-1.8% from 2016

Annual return

15.15%

+7.65 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$947K

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$76K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+10.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4980

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 codes2E2G2J2T3D

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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$111K

$13857 / participant

Other / not subdivided$111K100.0%

% of EOY assets

38.839%

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

$35,678

$144,130-75.2%

$117,861-69.7%

$147,586-75.8%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

15.15%

531.20%-516.1pp

335.11%-320.0pp

578.59%-563.4pp

Employer contribution / active EE

$4,897-100.0%

$3,786-100.0%

$4,876-100.0%

Participant deferral / active EE

$7,687

$5,316+44.6%

$4,482+71.5%

$5,439+41.3%

Admin fee / account holder

$13,857

$10,887+27.3%

$8,021+72.8%

$10,886+27.3%

ASSOCIATION OF WOODWORKING & FURNISHING SUPPLIERS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATION OF WOODWORKING & FURNISHING SUPPLIERS 401(K) PROFIT SHARING 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