Retirement plan

SHEBOYGAN TOWN & COUNTRY CORP 401K PLAN

Name: SHEBOYGAN TOWN & COUNTRY CORP - SHEBOYGAN TOWN & COUNTRY CORP 401K PLAN (2020) Form 5500
Creator: SHEBOYGAN TOWN & COUNTRY CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHEBOYGAN TOWN & COUNTRY CORP 401K PLAN, SHEBOYGAN TOWN & COUNTRY CORP

SHEBOYGAN TOWN & COUNTRY CORPEIN 39-1573217Plan #001PY 2020

N7098 RIVERWOODS DRIVE - SHEBOYGAN, WI 53083920-467-2509LinkedIn11-50 employeesrecreational facilities and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+22.8% from 2019

Total participants

-2.6% from 2019

Average account balance

$61,887

+2.3% from 2019

Annual return

22.59%

-4.03 pp from 2019

Benchmarks

See 2,663 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,663 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.99M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+21.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5567

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 codes2E2F2G2J3D

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.
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

$134K

$4620 / participant

Other / not subdivided$134K100.0%

% of EOY assets

6.014%

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

$61,887

$53,774+15.1%

$134,162-53.9%

$79,856-22.5%

Participation rate

93.1%

58.8%+34.3pp

72.2%+20.9pp

69.6%+23.5pp

Annual return

22.59%

19.01%+3.6pp

36.35%-13.8pp

31.71%-9.1pp

Employer contribution / active EE

$1,233

$1,322-6.7%

$3,705-66.7%

$2,471-50.1%

Participant deferral / active EE

$3,086

$2,420+27.5%

$3,500-11.8%

$3,741-17.5%

Admin fee / account holder

$3,722

$3,985-6.6%

$6,685-44.3%

$5,306-29.9%

SHEBOYGAN TOWN & COUNTRY CORP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHEBOYGAN TOWN & COUNTRY CORP 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