Retirement plan

ROB BARLETTAS HOCKEY SCHOOL, INC. 401K PLAN

Name: ROB BARLETTAS HOCKEY SCHOOL, INC. - ROB BARLETTAS HOCKEY SCHOOL, INC. 401K PLAN (2015) Form 5500
Creator: ROB BARLETTAS HOCKEY SCHOOL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROB BARLETTAS HOCKEY SCHOOL, INC. 401K PLAN, ROB BARLETTAS HOCKEY SCHOOL, INC.

ROB BARLETTAS HOCKEY SCHOOL, INC.EIN 04-3449014Plan #001PY 2015

2130 PROVIDENCE HIGHWAY - WALPOLE, MA 02081508-660-3033rbhockey.comLinkedIn1-10 employeesrecreational facilities and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$479K

No prior year

Total participants

No prior year

Average account balance

$47,869

No prior year

Annual return

-0.95%

No prior year

Benchmarks

See 5,117 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort5,117 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$990K

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63471

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$117K

$23452 / participant

Other / not subdivided$117K100.0%

% of EOY assets

24.496%

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

$47,869

$140,578-65.9%

$100,671-52.4%

$125,389-61.8%

Participation rate

100.0%

80.4%+19.6pp

70.7%+29.3pp

83.2%+16.8pp

Annual return

-0.95%

24.67%-25.6pp

20.43%-21.4pp

282.24%-283.2pp

Employer contribution / active EE

$3,451

$5,965-42.1%

$4,012-14.0%

$4,866-29.1%

Participant deferral / active EE

$5,187

$3,981+30.3%

$3,144+65.0%

$5,352-3.1%

Admin fee / account holder

$11,726

$6,716+74.6%

$4,850+141.8%

$9,541+22.9%

ROB BARLETTAS HOCKEY SCHOOL, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROB BARLETTAS HOCKEY SCHOOL, INC. 401K 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