Retirement plan

CALLAWAY HOLDING COMPANY OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN

Name: CALLAWAY HOLDING COMPANY OF GEORGIA, INC. - CALLAWAY HOLDING COMPANY OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: CALLAWAY HOLDING COMPANY OF GEORGIA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALLAWAY HOLDING COMPANY OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN, CALLAWAY HOLDING COMPANY OF GEORGIA, INC.

CALLAWAY HOLDING COMPANY OF GEORGIA, INC.EIN 45-4345742Plan #001PY 2016

3645 MARKETPLACE BLVD, STE 130-318 - EAST POINT, GA 30344404-494-9788

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$365K

+3.1% from 2015

Total participants

0.0% from 2015

Average account balance

$60,824

+3.1% from 2015

Annual return

-0.00%

+0.00 pp from 2015

Benchmarks

See 6,152 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,152 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$696K

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$513

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$50

$17 / participant

Other / not subdivided$50100.0%

% of EOY assets

0.014%

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

$60,824

$153,311-60.3%

$109,313-44.4%

$273,972-77.8%

Participation rate

100.0%

80.1%+19.9pp

71.3%+28.7pp

83.0%+17.0pp

Annual return

-0.00%

29.86%-29.9pp

22.07%-22.1pp

41.46%-41.5pp

Employer contribution / active EE

$1,506

$5,619-73.2%

$3,892-61.3%

$4,869-69.1%

Participant deferral / active EE

$2,104

$3,932-46.5%

$3,166-33.6%

$5,287-60.2%

Admin fee / account holder

$8,076-99.9%

$5,666-99.9%

$10,133-99.9%

CALLAWAY HOLDING COMPANY OF GEORGIA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALLAWAY HOLDING COMPANY OF GEORGIA, INC. 401(K) PROFIT SHARING 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