Retirement plan

ERIN HILLS GOLF COURSE LLC 401(K) PLAN

Name: ERIN HILLS GOLF COURSE LLC - ERIN HILLS GOLF COURSE LLC 401(K) PLAN (2023) Form 5500
Creator: ERIN HILLS GOLF COURSE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ERIN HILLS GOLF COURSE LLC 401(K) PLAN, ERIN HILLS GOLF COURSE LLC

ERIN HILLS GOLF COURSE LLCEIN 27-1050792Plan #002PY 2023

7169 COUNTY RD O - HARTFORD, WI 53027262-670-8600erinhills.comLinkedIn51-200 employeesrecreational facilities and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$849K

+42.5% from 2022

Total participants

+11.1% from 2022

Average account balance

$24,980

+21.6% from 2022

Annual return

20.58%

+41.25 pp from 2022

Benchmarks

See 3,103 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort3,103 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.31M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

117.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$312K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$347

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 codes2F2G2J2T3B3D2E

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.
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.
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

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

$109K

$3645 / participant

Other / not subdivided$109K100.0%

% of EOY assets

12.877%

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

$24,980

$49,199-49.2%

$121,210-79.4%

$75,177-66.8%

Participation rate

80.0%

55.4%+24.6pp

69.5%+10.5pp

67.2%+12.8pp

Annual return

20.58%

56.04%-35.5pp

987.41%-966.8pp

160.75%-140.2pp

Employer contribution / active EE

$2,993

$1,547+93.4%

$4,171-28.2%

$2,671+12.0%

Participant deferral / active EE

$4,804

$2,630+82.7%

$4,084+17.6%

$4,126+16.4%

Admin fee / account holder

$3,217

$3,946-18.5%

$5,647-43.0%

$5,651-43.1%

ERIN HILLS GOLF COURSE LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ERIN HILLS GOLF COURSE LLC 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