Retirement plan

HOSPITALITY INVESTMENTS, INC. 401K PROFIT SHARING PLAN

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

HOSPITALITY INVESTMENTS, INC.EIN 34-1553239Plan #001PY 2017

550 FOLKERTH AVENUE SUITE 100 - SIDNEY, OH 45365937-498-9645LinkedIn1-10 employeesbusiness supplies and equipment

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+13.7% from 2016

Total participants

+6.9% from 2016

Average account balance

$15,998

+13.7% from 2016

Annual return

14.34%

+7.51 pp from 2016

Benchmarks

See 2,983 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort2,983 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

-100.00%

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

Top 4 by compensation

Provider	Service type	Compensation
MONNIER & CO1 year Service code 10 · EIN 34-1236295	Accounting	$9,900
TRANSAMERICA RETIREMENT SOLUTIONS2+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$4,162
BRADLEY FOSTER & SARGENT INC1 year Filed as: BRADLEY O. HARDY Service code 27 · EIN 27-3807274	Advisory (Plan)	$3,752
AT RETIREMENT SERVICES, LLC2+ years Filed as: H & H RETIREMENT SERVICES Service code 15 · EIN 27-3807274	Recordkeeping	$850

Plan features & details

Pension benefit codes2E3D2G2F2J2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

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

$19K

$201 / participant

Investment mgmt$19K100.0%

% of EOY assets

1.342%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MONNIER & CO
Auditor EIN: 341236295
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,998

$35,183-54.5%

$73,550-78.2%

$70,126-77.2%

Participation rate

93.5%

42.9%+50.6pp

54.9%+38.6pp

69.5%+24.0pp

Annual return

14.34%

26.90%-12.6pp

-15.16%+29.5pp

73.15%-58.8pp

Employer contribution / active EE

$710

$709+0.2%

$1,219-41.7%

$2,343-69.7%

Participant deferral / active EE

$1,225

$1,220+0.5%

$1,804-32.1%

$3,332-63.2%

Admin fee / account holder

$215

$2,302-90.7%

$2,320-90.7%

$4,645-95.4%

Provider

Service type

Compensation

MONNIER & CO1 year

Service code 10 · EIN 34-1236295

Accounting

$9,900

TRANSAMERICA RETIREMENT SOLUTIONS2+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$4,162

BRADLEY FOSTER & SARGENT INC1 year

Filed as: BRADLEY O. HARDY

Service code 27 · EIN 27-3807274

Advisory (Plan)

$3,752

AT RETIREMENT SERVICES, LLC2+ years

Filed as: H & H RETIREMENT SERVICES

Service code 15 · EIN 27-3807274

Recordkeeping

$850

HOSPITALITY INVESTMENTS, INC. 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOSPITALITY INVESTMENTS, INC. 401K 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