Retirement plan

WINCHESTER COUNTRY CLUB 401(K) PLAN

Name: WINCHESTER COUNTRY CLUB - WINCHESTER COUNTRY CLUB 401(K) PLAN (2018) Form 5500
Creator: WINCHESTER COUNTRY CLUB
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WINCHESTER COUNTRY CLUB 401(K) PLAN, WINCHESTER COUNTRY CLUB

WINCHESTER COUNTRY CLUBEIN 04-1978080Plan #002PY 2018

468 MYSTIC STREET - WINCHESTER, MA 01890781-729-1181winchestercc.orgLinkedIn1-10 employeeshospitality

Other plans on this EIN

1 filing

#001Retirement-$4.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.4M

+9.4% from 2017

Total participants

+17.1% from 2017

Average account balance

$27,371

-41.6% from 2017

Annual return

-7.34%

-24.77 pp from 2017

Benchmarks

See 2,579 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,579 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.83M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

101

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.

187.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$341K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14548

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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$82 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.208%

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

$27,371

$43,730-37.4%

$121,220-77.4%

$64,173-57.3%

Participation rate

98.4%

58.3%+40.0pp

71.8%+26.6pp

69.6%+28.8pp

Annual return

-7.34%

68.94%-76.3pp

16.94%-24.3pp

7.63%-15.0pp

Employer contribution / active EE

$2,171

$1,297+67.4%

$4,023-46.0%

$2,381-8.8%

Participant deferral / active EE

$3,933

$2,281+72.5%

$3,345+17.6%

$3,470+13.4%

Admin fee / account holder

$57

$3,502-98.4%

$5,021-98.9%

$4,887-98.8%

WINCHESTER COUNTRY CLUB 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WINCHESTER COUNTRY CLUB 401(K) 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