Retirement plan

MANILOW SUITES, INC. SAVINGS & PROFIT SHARING PLAN & TRUST

Name: MANILOW SUITES, INC. - MANILOW SUITES, INC. SAVINGS & PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: MANILOW SUITES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANILOW SUITES, INC. SAVINGS & PROFIT SHARING PLAN & TRUST, MANILOW SUITES, INC.

MANILOW SUITES, INC.EIN 36-3926564Plan #002PY 2017

175 N. HARBOR DRIVE SUITE 3007 - CHICAGO, IL 60601312-819-0050manilowsuites.comLinkedIn11-50 employeeshospitality

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$434K

-6.3% from 2016

Total participants

0.0% from 2016

Average account balance

$25,549

-0.8% from 2016

Annual return

10.29%

+11.38 pp from 2016

Benchmarks

See 6,681 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,681 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$598K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

69.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$894

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

+9.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2795

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 codes2E2J2G3D

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

$129K

$8093 / participant

Other / not subdivided$129K100.0%

% of EOY assets

29.814%

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

$25,549

$107,030-76.1%

$73,550-65.3%

$147,586-82.7%

Participation rate

81.3%

66.4%+14.9pp

54.9%+26.3pp

82.8%-1.6pp

Annual return

10.29%

38.25%-28.0pp

-15.16%+25.5pp

578.59%-568.3pp

Employer contribution / active EE

$1,760-100.0%

$1,219-100.0%

$4,876-100.0%

Participant deferral / active EE

$3,012

$2,458+22.5%

$1,804+67.0%

$5,439-44.6%

Admin fee / account holder

$7,617

$3,055+149.3%

$2,320+228.4%

$10,886-30.0%

MANILOW SUITES, INC. SAVINGS & PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANILOW SUITES, INC. SAVINGS & PROFIT SHARING PLAN & TRUST

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