Retirement plan

STADIUM SYSTEM, INC. 401 (K) PLAN

Name: STADIUM SYSTEM, INC. - STADIUM SYSTEM, INC. 401 (K) PLAN (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.2M

+19.2% from 2019

Total participants

+11.5% from 2019

Average account balance

$160,121

+21.5% from 2019

Annual return

37.21%

+10.60 pp from 2019

Benchmarks

See 8,769 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,769 peers

Snapshot2020

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

$1.5M

$33357 / participant

Other / not subdivided$2M100.0%

% of EOY assets

18.381%

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

$160,121

$60,128+166.3%

$90,440+77.0%

$79,852+100.5%

Participation rate

84.4%

65.0%+19.5pp

72.7%+11.8pp

69.6%+14.8pp

Annual return

37.21%

71.95%-34.7pp

1294.38%-1257.2pp

31.72%+5.5pp

Employer contribution / active EE

$1,666

$2,068-19.4%

$3,263-48.9%

$2,471-32.6%

Participant deferral / active EE

$4,247

$2,939+44.5%

$3,964+7.1%

$3,740+13.5%

Admin fee / account holder

$29,432

$3,977+640.0%

$5,615+424.2%

$5,306+454.7%

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