Retirement plan

CRADLE BEACH CAMP, INC. 401K PROFIT SHARING PLAN

Name: CRADLE BEACH CAMP, INC. - CRADLE BEACH CAMP, INC. 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: CRADLE BEACH CAMP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRADLE BEACH CAMP, INC. 401K PROFIT SHARING PLAN, CRADLE BEACH CAMP, INC.

CRADLE BEACH CAMP, INC.EIN 16-0743025Plan #001PY 2017

8038 OLD LAKESHORE ROAD - ANGOLA, NY 14006716-549-6307cradlebeach.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$310K

-34.8% from 2016

Total participants

+21.1% from 2016

Average account balance

No prior year

Annual return

4.19%

-0.67 pp from 2016

Benchmarks

See 6,539 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,539 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$568K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+8.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5685

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 codes2E2F2J2T3D

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).
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$233K

$13704 / participant

Other / not subdivided$233K100.0%

% of EOY assets

75.041%

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

$165,939-100.0%

$122,354-100.0%

$147,586-100.0%

Participation rate

0.0%

79.6%-79.6pp

71.6%-71.6pp

82.8%-82.8pp

Annual return

4.19%

34.56%-30.4pp

30.28%-26.1pp

578.59%-574.4pp

Employer contribution / active EE

$844

$5,754-85.3%

$4,051-79.2%

$4,876-82.7%

Participant deferral / active EE

$1,942

$4,005-51.5%

$3,287-40.9%

$5,439-64.3%

Admin fee / account holder

$7,425-100.0%

$5,479-100.0%

$10,886-100.0%

CRADLE BEACH CAMP, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRADLE BEACH CAMP, INC. 401K 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