Plans » Benchmarking Engine
Benchmarking Nasco 401(K) Plan in Fort Atkinson, WI against
bad (6)
Nasco 401(K) Plan in Fort Atkinson, WI has the 10th-lowest net income (-$938,879) of the 407 plans within 50 miles. Those -$938,879 compare to an average of $2,795,976 across the 407 plans.
Note: net income = total income - total expenses
Nasco 401(K) Plan has these standings among those 407 peer plans:
Note: net income = total income - total expenses
Nasco 401(K) Plan has these standings among those 407 peer plans:
- net income = -$938,879 (10th-lowest)
- total income = $5,675,531 (129th-highest)
- total expenses = $6,614,410 (11th-highest)
- net income. Higher values are better. Net income, Line 2k from Schedule H, equals total income (Line 2d) minus total expenses (Line 2j), all from Schedule H. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
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within 50 miles.
- The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
- In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.
Nasco 401(K) Plan in Fort Atkinson, WI is in Wisconsin, its EIN is 812923579, its industry group is Electronic Shopping and Mail-Order Houses, its plan administrator is Tonia Ritchie, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, provides participant-directed brokerage accounts as investment options, is a single-employer plan, its business code is 454110, has 500 to 999 total participants, is worse than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total), and is higher than the overall administrative medians in each of professional fees, contract administrator fees, and total administrative expenses.
Global References
Numeric values:
- total assets at beginning of plan year ($25,958,546)
- total assets ($25,019,667)
- net assets (assets minus liabilities) ($25.00M)
- value of interest in common/collective trusts ($12,602,439)
- value of interest in registered investment companies (e.g., mutual funds) ($12.30M)
- total expenses ($6,614,410)
- total income ($5,675,531)
- earnings on investments ($3,647,858)
- net earnings on investments ($3,647,858)
- total contributions ($2,035,264)
- cash contributions from participants ($1,456,473)
- cash contributions from employers ($506,194)
- participant loans ($73,091)
- total administrative expenses ($62,770)
- contract administrator fees ($50,244)
- average account balance ($44,919)
- receivables participant contributions ($25,835)
- professional fees ($12,526)
- receivables employer contributions ($9,079)
- average participant cash contribution per active participant ($3,443)
- average employer cash contribution per active participant ($1,197)
- total administrative expense per participant ($112.69)
- total noninterest-bearing cash ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- net income per total participant (-$1,686)
- net income (-$938,879)
- percentage of active participants (75.9%)
- diversity of asset types (22.7%)
- yield on beginning-of-plan-year total assets (14.05%)
- participant loans as a percentage of plan assets (0.29%)
- total administrative expense ratio (0.250%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (423)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (557)
- other retired or separated participants entitled to future benefits (134)
- retired or separated participants receiving benefits (0)
- total participants (557)
Global References