Retirement plan

ORANGE HILLS COUNTRY CLUB EMPLOYEES' PROFIT SHARING PLAN

Name: WALTER H. SMITH REALTY, INC. - ORANGE HILLS COUNTRY CLUB EMPLOYEES' PROFIT SHARING PLAN (2020) Form 5500
Creator: WALTER H. SMITH REALTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORANGE HILLS COUNTRY CLUB EMPLOYEES' PROFIT SHARING PLAN, WALTER H. SMITH REALTY, INC.

WALTER H. SMITH REALTY, INC.EIN 06-0797096Plan #001PY 2020

389 RACEBROOK ROAD - ORANGE, CT 06477203-795-4161

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+18.4% from 2019

Total participants

-4.5% from 2019

Average account balance

$137,544

+24.1% from 2019

Annual return

15.15%

-5.35 pp from 2019

Benchmarks

See 7,661 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,661 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.84M

Not enough data

1 years with asset history on file

Average account balance

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

$202K

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.

271.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18810

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 codes2E2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$10K

$1107 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.345%

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

$137,544

$176,402-22.0%

$134,155+2.5%

$158,950-13.5%

Participation rate

100.0%

78.7%+21.3pp

72.2%+27.8pp

82.0%+18.0pp

Annual return

15.15%

63.66%-48.5pp

36.34%-21.2pp

302.91%-287.8pp

Employer contribution / active EE

$3,889

$5,042-22.9%

$3,705+5.0%

$4,762-18.3%

Participant deferral / active EE

$6,007

$4,093+46.8%

$3,500+71.6%

$5,983+0.4%

Admin fee / account holder

$474

$8,719-94.6%

$6,685-92.9%

$11,248-95.8%

ORANGE HILLS COUNTRY CLUB EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORANGE HILLS COUNTRY CLUB EMPLOYEES' PROFIT SHARING 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