Retirement plan

TUSCALOOSA HOSPITALITY, LLC 401(K) PROFIT SHARING PLAN

Name: TUSCALOOSA HOSPITALITY, LLC - TUSCALOOSA HOSPITALITY, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: TUSCALOOSA HOSPITALITY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TUSCALOOSA HOSPITALITY, LLC 401(K) PROFIT SHARING PLAN, TUSCALOOSA HOSPITALITY, LLC

TUSCALOOSA HOSPITALITY, LLCEIN 30-0741104Plan #001PY 2017

1417 VETERANS MEMORIAL PKWY - TUSCALOOSA, AL 35404256-248-0055tuscaloosamicrotel.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$370K

+57.8% from 2016

Total participants

0.0% from 2016

Average account balance

$36,952

+73.6% from 2016

Annual return

20.01%

+12.17 pp from 2016

Benchmarks

See 14,494 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort14,494 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$963K

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+12.81%

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 codes2E2G2J3D

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.
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.
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

$7K

$917 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.985%

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

$36,952

$232,540-84.1%

$185,117-80.0%

$147,585-75.0%

Participation rate

75.0%

82.4%-7.4pp

77.3%-2.3pp

82.8%-7.8pp

Annual return

20.01%

43.03%-23.0pp

40.50%-20.5pp

578.58%-558.6pp

Employer contribution / active EE

$1,248

$5,195-76.0%

$4,182-70.1%

$4,876-74.4%

Participant deferral / active EE

$10,681

$5,834+83.1%

$5,045+111.7%

$5,439+96.4%

Admin fee / account holder

$733

$10,275-92.9%

$8,159-91.0%

$10,886-93.3%

TUSCALOOSA HOSPITALITY, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TUSCALOOSA HOSPITALITY, 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