Retirement plan

SOUTH HILLS GOLF AND COUNTRY CLUB SAVINGS AND RETIREMENT PLAN

Name: SOUTH HILLS GOLF AND COUNTRY CLUB, INC. - SOUTH HILLS GOLF AND COUNTRY CLUB SAVINGS AND RETIREMENT PLAN (2023) Form 5500
Creator: SOUTH HILLS GOLF AND COUNTRY CLUB, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTH HILLS GOLF AND COUNTRY CLUB SAVINGS AND RETIREMENT PLAN, SOUTH HILLS GOLF AND COUNTRY CLUB, INC.

SOUTH HILLS GOLF AND COUNTRY CLUB, INC.EIN 39-1569396Plan #001PY 2023

1175 FOND DU LAC AVENUE - FOND DU LAC, WI 549356528920-921-3636southhillsfdl.comLinkedIn11-50 employeeshospitality

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$630K

+21.5% from 2022

Total participants

-8.7% from 2022

Average account balance

$37,081

-21.4% from 2022

Annual return

13.76%

+31.99 pp from 2022

Benchmarks

See 9,748 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,748 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$781K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

121.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$179

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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$21K

$1298 / participant

Other / not subdivided$21K100.0%

% of EOY assets

3.294%

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

$37,081

$156,970-76.4%

$121,210-69.4%

$139,487-73.4%

Participation rate

75.0%

76.5%-1.5pp

69.5%+5.5pp

80.3%-5.3pp

Annual return

13.76%

1477.10%-1463.3pp

987.41%-973.7pp

373.84%-360.1pp

Employer contribution / active EE

$5,546-100.0%

$4,171-100.0%

$4,755-100.0%

Participant deferral / active EE

$3,627

$4,849-25.2%

$4,084-11.2%

$6,713-46.0%

Admin fee / account holder

$1,221

$6,947-82.4%

$5,647-78.4%

$11,407-89.3%

SOUTH HILLS GOLF AND COUNTRY CLUB SAVINGS AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTH HILLS GOLF AND COUNTRY CLUB SAVINGS AND RETIREMENT 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