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BOARD OF TRUSTEES OF THE WISCONSIN SHEET

Waukesha, Wisconsin
500+ employees
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Retirement Plan Detail

Retirement Plan Ranking

Retirement Plan:
Wisconsin Sheet Metal Workers 401(K) Profit Sharing Plan
BOARD OF TRUSTEES OF THE WISCONSIN SHEET
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Plan Benchmark

Disclaimer: Ratings are based on firm-provided, independently audited data and reflect Mployer Advisor's opinion. They are not financial or legal advice and should be one of many factors considered when evaluating a retirement plan.
$0
Avg Employer Contribution per Person per Year
Laggard
EE Friendly
Plan Design
Leading
EE Friendly
Admin Fees as a % of Total Assets
Below
12%
1 Year Return
Competitive

Peer Group

Size
500+ employees
Region
Great Lakes
Industry
Construction

Employer & Employee Contribution

Factors like longer employee tenure and more generous match rates result in higher contributions.
Average Employer Contribution
Employer
Cohort
Average Employee Contribution
Employee
Cohort

Plan Details

Plan name
Wisconsin Sheet Metal Workers 401(K) Profit Sharing Plan
Plan type
401k
Plan start date
06/01/2000
Plan assets
$61,332,065
Participation Rate
94.73 %
Loan %
0.00 %
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Key Plan Features

Each employer retirement plan is unique with different features that can benefit employees.
Loans
No
Self-directed
No
Auto-Enroll
Yes
Vesting Requirements
No

Returns

The below return percentage is an approximate one-year return. Specific employee start date's and other factors can shift the percentage up or down.
Average Returns
Employer
Cohort

Administrative Fees

Retirement plans pays fees each year to advisors and other vendors. This shows how your fees compare to like plans both as a percent of total and overall.
Administration Fees $
Employer
Cohort
Administrative Fees %
Employer
Cohort
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