Retirement plan

STAN HYWET HALL AND GARDENS, INC. 403(B) PLAN

Name: STAN HYWET HALL AND GARDENS, INC. - STAN HYWET HALL AND GARDENS, INC. 403(B) PLAN (2017) Form 5500
Creator: STAN HYWET HALL AND GARDENS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STAN HYWET HALL AND GARDENS, INC. 403(B) PLAN, STAN HYWET HALL AND GARDENS, INC.

STAN HYWET HALL AND GARDENS, INC.EIN 34-0819149Plan #002PY 2017

714 NORTH PORTAGE PATH - AKRON, OH 443031363330-836-5533stanhywet.orgLinkedIn51-200 employeesmuseums and institutions

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$2.1M

+21.5% from 2016

Total participants

-28.7% from 2016

Average account balance

$50,533

+27.4% from 2016

Annual return

19.70%

+12.16 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.12M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

41.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11961

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 codes2F2G2J2L2M

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$162K

$3065 / participant

Other / not subdivided$162K100.0%

% of EOY assets

7.841%

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

$50,533

$53,128-4.9%

$86,582-41.6%

$70,126-27.9%

Participation rate

60.4%

65.3%-4.9pp

73.5%-13.2pp

69.5%-9.2pp

Annual return

19.70%

27.66%-8.0pp

965.08%-945.4pp

73.15%-53.4pp

Employer contribution / active EE

$926

$2,068-55.2%

$2,839-67.4%

$2,343-60.5%

Participant deferral / active EE

$2,366

$2,695-12.2%

$3,609-34.4%

$3,332-29.0%

Admin fee / account holder

$3,962

$3,584+10.6%

$4,904-19.2%

$4,645-14.7%

STAN HYWET HALL AND GARDENS, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STAN HYWET HALL AND GARDENS, INC. 403(B) 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