Retirement plan

PGC INDUSTRIES 401(K) PLAN

Name: BOOTHBAY HARBOR COUNTRY CLUB, LLC AKA PGC2 LLC - PGC INDUSTRIES 401(K) PLAN (2016) Form 5500
Creator: BOOTHBAY HARBOR COUNTRY CLUB, LLC AKA PGC2 LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PGC INDUSTRIES 401(K) PLAN, BOOTHBAY HARBOR COUNTRY CLUB, LLC AKA PGC2 LLC

BOOTHBAY HARBOR COUNTRY CLUB, LLC AKA PGC2 LLCEIN 46-1943831Plan #001PY 2016

P.O. BOX 757 - BOOTHBAY, ME 04537207-749-0251LinkedIn11-50 employeesrecreational facilities and services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$246K

+62.4% from 2015

Total participants

+16.7% from 2015

Average account balance

$27,280

+26.3% from 2015

Annual return

9.48%

+10.47 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

$2.11M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

74.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$208K

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

+16.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$166

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 codes2F2G2J3D

Plan features

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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$96 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.467%

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

$27,280

$153,311-82.2%

$109,313-75.0%

$273,972-90.0%

Participation rate

58.3%

80.1%-21.8pp

71.3%-12.9pp

83.0%-24.7pp

Annual return

9.48%

29.86%-20.4pp

22.07%-12.6pp

41.46%-32.0pp

Employer contribution / active EE

$1,655

$5,619-70.5%

$3,892-57.5%

$4,869-66.0%

Participant deferral / active EE

$5,097

$3,932+29.6%

$3,166+61.0%

$5,287-3.6%

Admin fee / account holder

$127

$8,076-98.4%

$5,666-97.8%

$10,133-98.7%

PGC INDUSTRIES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PGC INDUSTRIES 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