Retirement plan

SUNNEHANNA COUNTRY CLUB PROFIT SHARING PLAN

Name: SUNNEHANNA COUNTRY CLUB - SUNNEHANNA COUNTRY CLUB PROFIT SHARING PLAN (2020) Form 5500
Creator: SUNNEHANNA COUNTRY CLUB
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNNEHANNA COUNTRY CLUB PROFIT SHARING PLAN, SUNNEHANNA COUNTRY CLUB

SUNNEHANNA COUNTRY CLUBEIN 25-0827870Plan #002PY 2020

SUNNEHANNA DRIVE - JOHNSTOWN, PA 15905814-255-4121sunnehanna.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.3M

-13.5% from 2019

Total participants

-6.7% from 2019

Average account balance

$36,278

-8.1% from 2019

Annual return

13.24%

-4.51 pp from 2019

Benchmarks

See 2,663 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,663 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.11M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

125.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

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

+13.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1088

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

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

$793K

$26431 / participant

Other / not subdivided$793K100.0%

% of EOY assets

34.152%

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

$36,278

$53,774-32.5%

$134,162-73.0%

$79,852-54.6%

Participation rate

80.0%

58.8%+21.2pp

72.2%+7.8pp

69.6%+10.4pp

Annual return

13.24%

19.01%-5.8pp

36.35%-23.1pp

31.72%-18.5pp

Employer contribution / active EE

$606

$1,322-54.2%

$3,705-83.7%

$2,471-75.5%

Participant deferral / active EE

$1,336

$2,420-44.8%

$3,500-61.8%

$3,740-64.3%

Admin fee / account holder

$12,389

$3,985+210.9%

$6,685+85.3%

$5,306+133.5%

SUNNEHANNA COUNTRY CLUB PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNNEHANNA COUNTRY CLUB PROFIT SHARING 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