Retirement plan

LODGING KIT COMPANY 401(K) PLAN

Name: LODGING KIT COMPANY - LODGING KIT COMPANY 401(K) PLAN (2017) Form 5500
Creator: LODGING KIT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LODGING KIT COMPANY 401(K) PLAN, LODGING KIT COMPANY

LODGING KIT COMPANYEIN 16-1363460Plan #001PY 2017

13492 STATE ROUTE 12 - BOONVILLE, NY 13309315-942-4246lodgingkit.comLinkedIn11-50 employeeshospitality

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+19.9% from 2016

Total participants

+5.0% from 2016

Average account balance

$44,977

+16.5% from 2016

Annual return

17.43%

+10.21 pp from 2016

Benchmarks

See 9,328 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,328 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.24M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

62.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$204K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+16.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1999

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

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

$179K

$4701 / participant

Other / not subdivided$179K100.0%

% of EOY assets

11.033%

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

$44,977

$78,705-42.9%

$117,857-61.8%

$70,131-35.9%

Participation rate

84.2%

73.2%+11.0pp

79.7%+4.5pp

69.5%+14.7pp

Annual return

17.43%

23.30%-5.9pp

335.09%-317.7pp

73.14%-55.7pp

Employer contribution / active EE

$1,218

$2,223-45.2%

$3,786-67.8%

$2,342-48.0%

Participant deferral / active EE

$4,348

$3,297+31.9%

$4,482-3.0%

$3,332+30.5%

Admin fee / account holder

$4,962

$5,065-2.0%

$8,020-38.1%

$4,645+6.8%

LODGING KIT COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LODGING KIT COMPANY 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