Retirement plan

MT. MANSFIELD WINTER ACADEMY, INC. 401K

Name: MT. MANSFIELD WINTER ACADEMY - MT. MANSFIELD WINTER ACADEMY, INC. 401K (2018) Form 5500
Creator: MT. MANSFIELD WINTER ACADEMY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MT. MANSFIELD WINTER ACADEMY, INC. 401K, MT. MANSFIELD WINTER ACADEMY

MT. MANSFIELD WINTER ACADEMYEIN 03-0354068Plan #001PY 2018

403 SPRUCE PEAK - STOWE, VT 056724807802-253-7704

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$56K

No prior year

Total participants

No prior year

Average account balance

$5,555

No prior year

Annual return

-64.50%

No prior year

Benchmarks

See 6,863 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,863 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$882K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

88.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$208K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+17.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1518

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 codes2E2F2G2J2T3D

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$548

$39 / participant

Other / not subdivided$548100.0%

% of EOY assets

0.986%

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

$5,555

$158,852-96.5%

$121,220-95.4%

$135,380-95.9%

Participation rate

71.4%

79.3%-7.9pp

71.8%-0.3pp

82.6%-11.2pp

Annual return

-64.50%

-0.64%-63.9pp

16.94%-81.4pp

519.81%-584.3pp

Employer contribution / active EE

$1,375

$5,666-75.7%

$4,023-65.8%

$4,779-71.2%

Participant deferral / active EE

$2,350

$4,006-41.3%

$3,345-29.8%

$5,609-58.1%

Admin fee / account holder

$55

$6,515-99.2%

$5,021-98.9%

$10,828-99.5%

MT. MANSFIELD WINTER ACADEMY, INC. 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MT. MANSFIELD WINTER ACADEMY, INC. 401K

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