Retirement plan

CENTRAL HOUSE RESORTS, LLC 401(K) PROFIT SHARING PLAN

Name: CENTRAL HOUSE RESORTS, LLC - CENTRAL HOUSE RESORTS, LLC 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: CENTRAL HOUSE RESORTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTRAL HOUSE RESORTS, LLC 401(K) PROFIT SHARING PLAN, CENTRAL HOUSE RESORTS, LLC

CENTRAL HOUSE RESORTS, LLCEIN 26-3772108Plan #002PY 2015

P.O. BOX 36, 81 MILANVILLE ROAD - BEACH LAKE, PA 18405570-729-7411centralhouseresort.comLinkedIn1-10 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$376K

No prior year

Total participants

No prior year

Average account balance

$187,972

No prior year

Annual return

-5.51%

No prior year

Benchmarks

See 4,877 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort4,877 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$802K

Not enough data

1 years with asset history on file

Average account balance

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

$401K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

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

+5.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7627

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 codes2E2F2G2J2R3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

$568

$284 / participant

Other / not subdivided$568100.0%

% of EOY assets

0.151%

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

$187,972

$90,320+108.1%

$59,496+215.9%

$125,389+49.9%

Participation rate

100.0%

68.3%+31.7pp

54.6%+45.4pp

83.2%+16.8pp

Annual return

-5.51%

369.13%-374.6pp

182.05%-187.6pp

282.24%-287.8pp

Employer contribution / active EE

$22,703

$1,792+1167.2%

$1,153+1869.2%

$4,866+366.6%

Participant deferral / active EE

$2,716-100.0%

$1,829-100.0%

$5,352-100.0%

Admin fee / account holder

$284

$3,063-90.7%

$2,232-87.3%

$9,541-97.0%

CENTRAL HOUSE RESORTS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTRAL HOUSE RESORTS, LLC 401(K) 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