Retirement plan

PEBBLE HILL FOUNDATION, INC. 401K PLAN

Name: PEBBLE HILL FOUNDATION, INC. - PEBBLE HILL FOUNDATION, INC. 401K PLAN (2022) 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 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$542K

-19.4% from 2021

Total participants

-8.7% from 2021

Average account balance

$25,787

-19.4% from 2021

Annual return

-18.84%

-35.78 pp from 2021

Benchmarks

See 8,947 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort8,947 peers

Snapshot2022

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

$70K

$4111 / participant

Other / not subdivided$70K100.0%

% of EOY assets

12.904%

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

$25,787

$152,597-83.1%

$117,533-78.1%

$134,532-80.8%

Participation rate

100.0%

77.1%+22.9pp

70.6%+29.4pp

81.2%+18.8pp

Annual return

-18.84%

53.04%-71.9pp

29.77%-48.6pp

418.27%-437.1pp

Employer contribution / active EE

$1,917

$5,576-65.6%

$4,179-54.1%

$4,741-59.6%

Participant deferral / active EE

$1,793

$4,821-62.8%

$4,072-56.0%

$6,401-72.0%

Admin fee / account holder

$3,328

$7,007-52.5%

$5,647-41.1%

$11,429-70.9%

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