Retirement plan

VALLEY BROOK COUNTRY CLUB 401(K) SAVINGS PLAN

Name: VALLEY BROOK COUNTRY CLUB - VALLEY BROOK COUNTRY CLUB 401(K) SAVINGS PLAN (2017) Form 5500
Creator: VALLEY BROOK COUNTRY CLUB
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VALLEY BROOK COUNTRY CLUB 401(K) SAVINGS PLAN, VALLEY BROOK COUNTRY CLUB

VALLEY BROOK COUNTRY CLUBEIN 25-0917626Plan #002PY 2017

425 HIDDEN VALLEY ROAD - MCMURRAY, PA 15317724-746-9000valleybrookcc.comLinkedIn201-500 employeeshospitality

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.7M

+6.3% from 2016

Total participants

+9.6% from 2016

Average account balance

$30,552

-1.9% from 2016

Annual return

17.49%

+7.36 pp from 2016

Benchmarks

See 2,508 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,508 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.64M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

100

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.

163.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$276K

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

+17.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2513

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 codes2E2F2J2T3D3F

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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

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

$483K

$8334 / participant

Other / not subdivided$483K100.0%

% of EOY assets

17.579%

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

$30,552

$46,877-34.8%

$122,354-75.0%

$70,126-56.4%

Participation rate

98.3%

58.2%+40.1pp

71.6%+26.6pp

69.5%+28.7pp

Annual return

17.49%

24.22%-6.7pp

30.28%-12.8pp

73.15%-55.7pp

Employer contribution / active EE

$1,341

$1,288+4.1%

$4,051-66.9%

$2,343-42.7%

Participant deferral / active EE

$2,015

$2,167-7.0%

$3,287-38.7%

$3,332-39.5%

Admin fee / account holder

$5,371

$3,324+61.6%

$5,479-2.0%

$4,645+15.6%

VALLEY BROOK COUNTRY CLUB 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VALLEY BROOK COUNTRY CLUB 401(K) SAVINGS 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