Retirement plan

LODGING KIT COMPANY 401(K) PLAN

Name: LODGING KIT COMPANY - LODGING KIT COMPANY 401(K) PLAN (2018) 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 2018

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

-1.8% from 2017

Total participants

-4.8% from 2017

Average account balance

$46,756

+4.0% from 2017

Annual return

-6.38%

-23.81 pp from 2017

Benchmarks

See 9,277 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,277 peers

Snapshot2018

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

$145K

$4137 / participant

Other / not subdivided$145K100.0%

% of EOY assets

9.108%

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

$46,756

$72,404-35.4%

$110,243-57.6%

$64,173-27.1%

Participation rate

82.9%

73.3%+9.5pp

79.8%+3.0pp

69.6%+13.3pp

Annual return

-6.38%

-6.29%-0.1pp

314.76%-321.1pp

7.63%-14.0pp

Employer contribution / active EE

$1,608

$2,282-29.5%

$3,827-58.0%

$2,381-32.4%

Participant deferral / active EE

$4,637

$3,469+33.7%

$4,672-0.7%

$3,470+33.7%

Admin fee / account holder

$4,258

$5,664-24.8%

$8,548-50.2%

$4,887-12.9%

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