Retirement plan

KENNETT SQUARE GOLF & COUNTRY CLUB 401(K) PLAN

Name: KENNETT SQUARE GOLF & COUNTRY CLUB - KENNETT SQUARE GOLF & COUNTRY CLUB 401(K) PLAN (2016) Form 5500
Creator: KENNETT SQUARE GOLF & COUNTRY CLUB
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KENNETT SQUARE GOLF & COUNTRY CLUB 401(K) PLAN, KENNETT SQUARE GOLF & COUNTRY CLUB

KENNETT SQUARE GOLF & COUNTRY CLUBEIN 23-0754140Plan #001PY 2016

100 EAST LOCUST LANE - KENNETT SQUARE, PA 19348610-444-5239ksgcc.comLinkedIn51-200 employeeshospitality

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$726K

No prior year

Total participants

No prior year

Average account balance

$36,281

No prior year

Annual return

7.47%

No prior year

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.88M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

61.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

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

+63.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20063

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 codes2E2F2J2T3D

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.
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

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

$5K

$122 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.691%

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

$36,281

$48,078-24.5%

$78,676-53.9%

$62,881-42.3%

Participation rate

26.8%

65.2%-38.4pp

73.6%-46.7pp

69.3%-42.5pp

Annual return

7.47%

31.36%-23.9pp

62.19%-54.7pp

20.14%-12.7pp

Employer contribution / active EE

$822

$2,015-59.2%

$2,850-71.2%

$2,281-64.0%

Participant deferral / active EE

$1,415

$2,587-45.3%

$3,517-59.8%

$3,203-55.8%

Admin fee / account holder

$251

$3,206-92.2%

$4,510-94.4%

$4,296-94.2%

KENNETT SQUARE GOLF & COUNTRY CLUB 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KENNETT SQUARE GOLF & COUNTRY CLUB 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