Retirement plan

21ST CENTURY PARKS, INC. 401(K) PLAN

Name: 21ST CENTURY PARKS, INC. - 21ST CENTURY PARKS, INC. 401(K) PLAN (2017) Form 5500
Creator: 21ST CENTURY PARKS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 21ST CENTURY PARKS, INC. 401(K) PLAN, 21ST CENTURY PARKS, INC.

21ST CENTURY PARKS, INC.EIN 20-1780317Plan #001PY 2017

471 W. MAIN ST., SUITE 202 - LOUISVILLE, KY 40202502-371-361021stcenturyparks.comLinkedIn11-50 employees

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$960K

+38.4% from 2016

Total participants

-1.3% from 2016

Average account balance

$20,863

+23.3% from 2016

Annual return

19.07%

+9.77 pp from 2016

Benchmarks

See 1,712 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort1,712 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.38M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

83.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$222K

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

+17.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$445

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 codes2J2F2G3D2T

Plan features

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$43K

$746 / participant

Other / not subdivided$43K100.0%

% of EOY assets

4.510%

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

$20,863

$57,828-63.9%

$117,039-82.2%

$70,126-70.2%

Participation rate

50.0%

67.1%-17.1pp

77.2%-27.2pp

69.5%-19.5pp

Annual return

19.07%

17.55%+1.5pp

18.95%+0.1pp

73.15%-54.1pp

Employer contribution / active EE

$1,079

$1,816-40.6%

$3,785-71.5%

$2,343-53.9%

Participant deferral / active EE

$1,872

$2,438-23.2%

$3,929-52.4%

$3,332-43.8%

Admin fee / account holder

$941

$3,548-73.5%

$5,974-84.2%

$4,645-79.7%

21ST CENTURY PARKS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

21ST CENTURY PARKS, INC. 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