Retirement plan

STADIUM SYSTEM, INC. 401(K) PLAN

Name: STADIUM SYSTEM, INC. - STADIUM SYSTEM, INC. 401(K) PLAN (2016) Form 5500
Creator: STADIUM SYSTEM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STADIUM SYSTEM, INC. 401(K) PLAN, STADIUM SYSTEM, INC.

STADIUM SYSTEM, INC.EIN 06-0764566Plan #001PY 2016

PO BOX 940 - CANAAN, CT 06018860-824-5479stadium-system.comLinkedIn51-200 employeessporting goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.6M

+8.0% from 2015

Total participants

+3.4% from 2015

Average account balance

$87,341

+18.2% from 2015

Annual return

4.65%

+9.16 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.47M

Not enough data

1 years with asset history on file

Average account balance

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

$287K

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.

127.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$312K

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

+28.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

$142K

$3091 / participant

Other / not subdivided$142K100.0%

% of EOY assets

3.072%

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

$87,341

$48,078+81.7%

$78,676+11.0%

$62,881+38.9%

Participation rate

84.8%

65.2%+19.6pp

73.6%+11.2pp

69.3%+15.5pp

Annual return

4.65%

31.36%-26.7pp

62.19%-57.5pp

20.14%-15.5pp

Employer contribution / active EE

$1,818

$2,015-9.8%

$2,850-36.2%

$2,281-20.3%

Participant deferral / active EE

$4,377

$2,587+69.2%

$3,517+24.5%

$3,203+36.7%

Admin fee / account holder

$2,683

$3,206-16.3%

$4,510-40.5%

$4,296-37.5%

STADIUM SYSTEM, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STADIUM SYSTEM, INC. 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