Retirement plan

SAINT JACQUES @ THE BURKE MANOR INN, INC. PROFIT SHARING PLAN

Name: SAINT JACQUES @ THE BURKE MANOR INN, INC. - SAINT JACQUES @ THE BURKE MANOR INN, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: SAINT JACQUES @ THE BURKE MANOR INN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAINT JACQUES @ THE BURKE MANOR INN, INC. PROFIT SHARING PLAN, SAINT JACQUES @ THE BURKE MANOR INN, INC.

SAINT JACQUES @ THE BURKE MANOR INN, INC.EIN 27-4195134Plan #001PY 2016

303 BURKE ST - GIBSONVILLE, NC 27249919-612-0420

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$581K

+14.5% from 2015

Total participants

0.0% from 2015

Average account balance

$145,306

-42.7% from 2015

Annual return

14.35%

-121.37 pp from 2015

Benchmarks

See 6,181 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,181 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.65M

Not enough data

1 years with asset history on file

Average account balance

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

$442K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$250

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

+5.94%

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 codes2E2G2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$145,306

$103,949+39.8%

$69,182+110.0%

$273,972-47.0%

Participation rate

80.0%

67.4%+12.6pp

55.1%+24.9pp

83.0%-3.0pp

Annual return

14.35%

35.28%-20.9pp

-21.93%+36.3pp

41.46%-27.1pp

Employer contribution / active EE

$160

$1,783-91.0%

$1,206-86.7%

$4,869-96.7%

Participant deferral / active EE

$2,716-100.0%

$1,897-100.0%

$5,287-100.0%

Admin fee / account holder

$3,671-100.0%

$2,697-100.0%

$10,133-100.0%

SAINT JACQUES @ THE BURKE MANOR INN, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SAINT JACQUES @ THE BURKE MANOR INN, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion