Retirement plan

PEBBLE HILL FOUNDATION, INC. 401K PLAN

Name: PEBBLE HILL FOUNDATION, INC. - PEBBLE HILL FOUNDATION, INC. 401K PLAN (2017) Form 5500
Creator: PEBBLE HILL FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEBBLE HILL FOUNDATION, INC. 401K PLAN, PEBBLE HILL FOUNDATION, INC.

PEBBLE HILL FOUNDATION, INC.EIN 34-6525857Plan #001PY 2017

1251 HIGHWAY 319 SOUTH - THOMASVILLE, GA 31799229-226-2344LinkedIn1-10 employeesinvestment management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$485K

+14.2% from 2016

Total participants

0.0% from 2016

Average account balance

$22,052

+14.2% from 2016

Annual return

7.98%

+3.19 pp from 2016

Benchmarks

See 6,539 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,539 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$777K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1385

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$12K

$682 / participant

Other / not subdivided$12K100.0%

% of EOY assets

2.389%

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

$22,052

$165,939-86.7%

$122,354-82.0%

$147,586-85.1%

Participation rate

100.0%

79.6%+20.4pp

71.6%+28.4pp

82.8%+17.2pp

Annual return

7.98%

34.56%-26.6pp

30.28%-22.3pp

578.59%-570.6pp

Employer contribution / active EE

$2,027

$5,754-64.8%

$4,051-50.0%

$4,876-58.4%

Participant deferral / active EE

$220

$4,005-94.5%

$3,287-93.3%

$5,439-95.9%

Admin fee / account holder

$527

$7,425-92.9%

$5,479-90.4%

$10,886-95.2%

PEBBLE HILL FOUNDATION, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEBBLE HILL FOUNDATION, INC. 401K 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