Retirement plan

SOUTH HILLS COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST

Name: SOUTH HILLS COUNTRY CLUB - SOUTH HILLS COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: SOUTH HILLS COUNTRY CLUB
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTH HILLS COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST, SOUTH HILLS COUNTRY CLUB

SOUTH HILLS COUNTRY CLUBEIN 25-0808830Plan #002PY 2016

4305 BROWNSVILLE ROAD - PITTSBURGH, PA 15236412-885-1100

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+14.7% from 2015

Total participants

101

+1.0% from 2015

Average account balance

$17,451

+20.8% from 2015

Annual return

7.39%

+9.71 pp from 2015

Benchmarks

See 2,538 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,538 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.22M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

68.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$250K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+10.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2189

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 codes2E2F2G2J3D

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

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

$86K

$1269 / participant

Other / not subdivided$86K100.0%

% of EOY assets

5.203%

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

$17,451

$41,377-57.8%

$109,313-84.0%

$62,881-72.2%

Participation rate

91.2%

57.5%+33.6pp

71.3%+19.9pp

69.3%+21.9pp

Annual return

7.39%

11.05%-3.7pp

22.07%-14.7pp

20.14%-12.8pp

Employer contribution / active EE

$1,026

$1,276-19.6%

$3,892-73.6%

$2,281-55.0%

Participant deferral / active EE

$1,783

$2,045-12.8%

$3,166-43.7%

$3,203-44.3%

Admin fee / account holder

$908

$2,884-68.5%

$5,666-84.0%

$4,296-78.9%

SOUTH HILLS COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTH HILLS COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST

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