Retirement plan

INTERNATIONAL BOWLING CAMPUS 401(K) RETIREMENT PLAN

Name: UNITED STATES BOWLING CONGRESS - INTERNATIONAL BOWLING CAMPUS 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: UNITED STATES BOWLING CONGRESS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERNATIONAL BOWLING CAMPUS 401(K) RETIREMENT PLAN, UNITED STATES BOWLING CONGRESS

UNITED STATES BOWLING CONGRESSEIN 20-1224922Plan #002PY 2016

621 SIX FLAGS DRIVE - ARLINGTON, TX 76011800-514-2695bowl.comLinkedIn51-200 employeessports

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.7M

+2.4% from 2015

Total participants

212

-12.8% from 2015

Average account balance

$45,913

+18.1% from 2015

Annual return

5.57%

+9.16 pp from 2015

Benchmarks

See 1,686 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,686 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.89M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

177

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.

85.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.15M

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

+14.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$205

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
NATIONWIDE2+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping Fees	$53,828
STRINGER RESOURCE GROUP2+ years Service code 13 · EIN 57-1113865 PO BOX 2078 · GREER, SC 29652	Contract Administrator	$1,125
LPL FINANCIAL2+ years Filed as: WADDELL & REED, INC. Service code 26 6300 LAMAR AVENUE · SHAWNEE MISSION, KS 66201	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLIFTON LARSON ALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,913

$43,423+5.7%

$78,676-41.6%

$55,167-16.8%

Participation rate

83.3%

68.0%+15.3pp

73.6%+9.8pp

69.0%+14.3pp

Annual return

5.57%

11.53%-6.0pp

62.19%-56.6pp

169.23%-163.7pp

Employer contribution / active EE

$2,062

$1,997+3.2%

$2,850-27.7%

$1,963+5.0%

Participant deferral / active EE

$3,733

$2,509+48.8%

$3,517+6.1%

$3,054+22.2%

Admin fee / account holder

$416-100.0%

$4,510-100.0%

$504-100.0%

Provider

Service type

Compensation

NATIONWIDE2+ years

Service code 64

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping Fees

$53,828

STRINGER RESOURCE GROUP2+ years

Service code 13 · EIN 57-1113865

PO BOX 2078 · GREER, SC 29652

Contract Administrator

$1,125

LPL FINANCIAL2+ years

Filed as: WADDELL & REED, INC.

Service code 26

6300 LAMAR AVENUE · SHAWNEE MISSION, KS 66201

Advisory (Participants)

INTERNATIONAL BOWLING CAMPUS 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERNATIONAL BOWLING CAMPUS 401(K) RETIREMENT 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