Retirement plan

CAMP MATAPONI, INC. 401K PLAN

Name: CAMP MATAPONI, INC. - CAMP MATAPONI, INC. 401K PLAN (2018) Form 5500
Creator: CAMP MATAPONI, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMP MATAPONI, INC. 401K PLAN, CAMP MATAPONI, INC.

CAMP MATAPONI, INC.EIN 22-3721755Plan #001PY 2018

PO BOX 1882 - JUPITER, FL 334681882207-274-7300campmataponi.comLinkedIn51-200 employeesdesign

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.2M

-2.1% from 2017

Total participants

+11.1% from 2017

Average account balance

$323,897

-11.9% from 2017

Annual return

-8.27%

-25.38 pp from 2017

Benchmarks

See 7,241 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,241 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.67M

Not enough data

1 years with asset history on file

Average account balance

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

$186K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$271K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+6.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$520393

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$8K

$755 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.233%

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

$323,897

$104,116+211.1%

$71,089+355.6%

$135,380+139.3%

Participation rate

100.0%

65.7%+34.3pp

54.6%+45.4pp

82.6%+17.4pp

Annual return

-8.27%

1256.51%-1264.8pp

650.65%-658.9pp

519.81%-528.1pp

Employer contribution / active EE

$9,690

$1,485+552.5%

$1,088+790.9%

$4,779+102.8%

Participant deferral / active EE

$10,818

$2,524+328.6%

$1,873+477.7%

$5,609+92.9%

Admin fee / account holder

$755

$4,142-81.8%

$3,082-75.5%

$10,828-93.0%

CAMP MATAPONI, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMP MATAPONI, INC. 401K 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