Retirement plan

OAKMONT COUNTRY CLUB 401(K) PLAN

Name: OAKMONT COUNTRY CLUB - OAKMONT COUNTRY CLUB 401(K) PLAN (2015) Form 5500
Creator: OAKMONT COUNTRY CLUB
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OAKMONT COUNTRY CLUB 401(K) PLAN, OAKMONT COUNTRY CLUB

OAKMONT COUNTRY CLUBEIN 25-0699130Plan #003PY 2015

1233 HULTON ROAD - OAKMONT, PA 15139412-828-8000oakmontcc.orgLinkedIn201-500 employeeshospitality

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$4.5M

No prior year

Total participants

160

No prior year

Average account balance

$28,158

No prior year

Annual return

-3.38%

No prior year

Benchmarks

See 515 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort515 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.78M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

216

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

$675K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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 2 by compensation

Provider	Service type	Compensation
BENEFIT PLANNING & ADMINISTRATION1+ years Service code 15 · EIN 25-1407261	Recordkeeping	$558
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850	Recordkeeping	$393

Plan features & details

Pension benefit codes2E2G2J2F3D

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$393

$4 / participant

Other / not subdivided$393100.0%

% of EOY assets

0.009%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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: MCCLURE & WOLF, LLP
Auditor EIN: 461571667
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,158

$37,134-24.2%

$100,671-72.0%

$52,331-46.2%

Participation rate

99.1%

57.7%+41.4pp

70.7%+28.4pp

68.1%+31.0pp

Annual return

-3.38%

0.10%-3.5pp

20.43%-23.8pp

4.54%-7.9pp

Employer contribution / active EE

$1,904

$1,187+60.4%

$4,012-52.5%

$1,882+1.2%

Participant deferral / active EE

$1,258

$2,163-41.8%

$3,144-60.0%

$3,022-58.4%

Admin fee / account holder

$467-99.5%

$4,850-99.9%

$592-99.6%

Provider

Service type

Compensation

BENEFIT PLANNING & ADMINISTRATION1+ years

Service code 15 · EIN 25-1407261

Recordkeeping

$558

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASS MUTUAL

Service code 15 · EIN 04-1590850

Recordkeeping

$393

OAKMONT COUNTRY CLUB 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OAKMONT 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