Retirement plan

NORTH SHORE GOLF CLUB, INC. 401(K) PLAN

Name: NORTH SHORE GOLF CLUB, INC. - NORTH SHORE GOLF CLUB, INC. 401(K) PLAN (2018) Form 5500
Creator: NORTH SHORE GOLF CLUB, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH SHORE GOLF CLUB, INC. 401(K) PLAN, NORTH SHORE GOLF CLUB, INC.

NORTH SHORE GOLF CLUB, INC.EIN 39-0506460Plan #001PY 2018

N8421 NORTH SHORE ROAD - MENASHA, WI 54952920-739-2386

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$822K

+18.4% from 2017

Total participants

-3.7% from 2017

Average account balance

$48,368

+11.5% from 2017

Annual return

12.14%

-2.35 pp from 2017

Benchmarks

See 6,864 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,864 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.51M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$131K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$988

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$225 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.547%

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

$48,368

$158,827-69.5%

$121,208-60.1%

$135,382-64.3%

Participation rate

55.0%

79.3%-24.3pp

71.8%-16.8pp

82.6%-27.6pp

Annual return

12.14%

-0.64%+12.8pp

16.93%-4.8pp

519.77%-507.6pp

Employer contribution / active EE

$5,666-100.0%

$4,023-100.0%

$4,779-100.0%

Participant deferral / active EE

$2,179

$4,006-45.6%

$3,345-34.9%

$5,609-61.1%

Admin fee / account holder

$264

$6,514-95.9%

$5,020-94.7%

$10,829-97.6%

NORTH SHORE GOLF CLUB, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH SHORE GOLF CLUB, INC. 401(K) 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