Retirement plan

ATLANTIC GOLF AND TURF 401(K) PLAN

Name: ATLANTIC GOLF AND TURF LLC - ATLANTIC GOLF AND TURF 401(K) PLAN (2017) Form 5500
Creator: ATLANTIC GOLF AND TURF LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLANTIC GOLF AND TURF 401(K) PLAN, ATLANTIC GOLF AND TURF LLC

ATLANTIC GOLF AND TURF LLCEIN 27-1400038Plan #001PY 2017

27 INDUSTRIAL BOULEVARD - TURNERS FALLS, MA 01376413-863-4444LinkedIn11-50 employeeswholesale

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+12.6% from 2016

Total participants

-14.3% from 2016

Average account balance

$113,133

+1.4% from 2016

Annual return

18.49%

+7.95 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2G2J2F

Plan features

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$204K

$16993 / participant

Other / not subdivided$204K100.0%

% of EOY assets

18.024%

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

$113,133

$144,130-21.5%

$117,860-4.0%

$147,585-23.3%

Participation rate

83.3%

83.4%-0.1pp

79.7%+3.7pp

82.8%+0.5pp

Annual return

18.49%

531.20%-512.7pp

335.10%-316.6pp

578.58%-560.1pp

Employer contribution / active EE

$2,592

$4,897-47.1%

$3,786-31.6%

$4,876-46.9%

Participant deferral / active EE

$9,486

$5,316+78.4%

$4,482+111.7%

$5,439+74.4%

Admin fee / account holder

$20,391

$10,887+87.3%

$8,021+154.2%

$10,886+87.3%

ATLANTIC GOLF AND TURF 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLANTIC GOLF AND TURF 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