Retirement plan

DONOHOE HOSPITALITY SERVICES 401(K) PLAN

Name: DONOHOE HOSPITALITY SERVICES - DONOHOE HOSPITALITY SERVICES 401(K) PLAN (2020) Form 5500
Creator: DONOHOE HOSPITALITY SERVICES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DONOHOE HOSPITALITY SERVICES 401(K) PLAN, DONOHOE HOSPITALITY SERVICES

DONOHOE HOSPITALITY SERVICESEIN 20-3091876Plan #001PY 2020

7101 WISCONSIN AVENUE, SUITE 700 - BETHESDA, MD 20814202-625-8406LinkedIn501-1000 employeeshospitality

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$16.3M

-6.9% from 2019

Total participants

655

-18.3% from 2019

Average account balance

$29,584

+19.1% from 2019

Annual return

15.40%

-3.42 pp from 2019

Benchmarks

See 690 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants250-999

Cohort690 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.53M

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

940

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.

92.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.68M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$115

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 4 by compensation

Provider	Service type	Compensation
UNITED RETIREMENT INC PART OF FUTUR1 year Service code 13 · EIN 71-0294708 PO BOX 734603 · CHICAGO, IL 60673	Contract Administrator	$43,831
SAGEVIEW ADVISORY GROUP, LLC1 year Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 · EIN 33-0818667 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660	Advisory (Plan)	$33,000
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT-WESTLIFE&ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$26,148
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP,LLC Service code 28 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 92614	Investment Management	$1,013

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3B3D

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).
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.
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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$96K

$297 / participant

Investment mgmt$96K100.0%

% of EOY assets

0.588%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CALIBRE CPA GROUP PLLC
Auditor EIN: 470900880
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,584

$29,369+0.7%

$77,513-61.8%

$73,412-59.7%

Participation rate

68.1%

37.9%+30.2pp

54.2%+13.9pp

72.2%-4.1pp

Annual return

15.40%

358.15%-342.7pp

54.81%-39.4pp

59.30%-43.9pp

Employer contribution / active EE

$331

$406-18.4%

$987-66.4%

$2,234-85.2%

Participant deferral / active EE

$2,196

$941+133.5%

$1,861+18.0%

$3,806-42.3%

Admin fee / account holder

$174

$123+41.8%

$2,859-93.9%

$158+10.2%

Provider

Service type

Compensation

UNITED RETIREMENT INC PART OF FUTUR1 year

Service code 13 · EIN 71-0294708

PO BOX 734603 · CHICAGO, IL 60673

Contract Administrator

$43,831

SAGEVIEW ADVISORY GROUP, LLC1 year

Filed as: SAGEVIEW ADVISORY GROUP,LLC

Service code 27 · EIN 33-0818667

4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660

Advisory (Plan)

$33,000

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT-WESTLIFE&ANNUITY INSURANCE CO

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$26,148

SAGE ADVISORY SERVICES1 year

Filed as: SAGE VIEW ADVISORY GROUP,LLC

Service code 28 · EIN 33-0818667

1920 MAIN STREET · IRVINE, CA 92614

Investment Management

$1,013

DONOHOE HOSPITALITY SERVICES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DONOHOE HOSPITALITY SERVICES 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