Plans » Benchmarking Engine
Benchmarking Fox World Travel, Inc. 401(K) Plan in Oshkosh, WI against
good (3)
neutral (3)
Fox World Travel, Inc. 401(K) Plan in Oshkosh, WI has the 7th-highest yield on beginning-of-plan-year total assets (15.83%) among the 77 plans within 50 miles that provide for automatic enrollment. That 15.83% compares to an average of 13.72% across those 77 plans.
Beating the average of 13.72% means an extra $431,188 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Fox World Travel, Inc. 401(K) Plan has these standings among those 77 peer plans:
Beating the average of 13.72% means an extra $431,188 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Fox World Travel, Inc. 401(K) Plan has these standings among those 77 peer plans:
- yield on beginning-of-plan-year total assets = 15.83% (7th-highest, tied)
- net earnings on investments = $3,229,395 (31st-highest)
- total assets at beginning of plan year = $20,396,780 (35th-most)
- asset transfers to this plan = $0
- asset transfers from this plan = $0
- cash contributions from participants = $730,153
- cash contributions from employers = $196,557
- total contributions = $1,233,192
- provide for automatic enrollment. 401(k) plan or 403(b) plan that provides for automatic enrollment in a plan that has elective contributions deducted from payroll. Feature code 2S within Line 8a of Form 5500. 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.
- yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). 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.
Fox World Travel, Inc. 401(K) Plan in Oshkosh, WI is in Wisconsin, its EIN is 391034696, its industry group is Travel Arrangement and Reservation Services, its plan administrator is Audra Mead, 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, is a single-employer plan, its business code is 561500, has 100 to 499 total participants, is worse than the overall participant averages in each of net income per total participant, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (4 total), and is higher than the overall administrative medians in each of contract administrator fees, total administrative expenses, and total administrative expense ratio.
Global References
Numeric values:
- net assets (assets minus liabilities) ($22.20M)
- total assets ($22,151,178)
- value of interest in registered investment companies (e.g., mutual funds) ($21.10M)
- total assets at beginning of plan year ($20,396,780)
- total income ($4,462,587)
- earnings on investments ($3,229,395)
- net earnings on investments ($3,229,395)
- total expenses ($2,708,189)
- net income ($1,754,398)
- total contributions ($1,233,192)
- value of interest in common/collective trusts ($1,054,855)
- cash contributions from participants ($730,153)
- cash contributions from employers ($196,557)
- contract administrator fees ($120,376)
- total administrative expenses ($120,376)
- average account balance ($85,197)
- corrective distributions ($14,882)
- net income per total participant ($6,748)
- average participant cash contribution per active participant ($3,651)
- average employer cash contribution per active participant ($982.80)
- total administrative expense per participant ($462.98)
- total noninterest-bearing cash ($0)
- receivables employer contributions ($0)
- receivables participant contributions ($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)
- participant loans ($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)
- professional fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- percentage of active participants (76.9%)
- yield on beginning-of-plan-year total assets (15.83%)
- diversity of asset types (6.0%)
- total administrative expense ratio (0.540%)
- participant loans as a percentage of plan assets (0.00%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (200)
- deceased participants whose beneficiaries receive or are entitled to benefits (1)
- living participants (259)
- other retired or separated participants entitled to future benefits (53)
- retired or separated participants receiving benefits (6)
- total participants (260)
Global References