Retirement plan

VANDH20 HOSPITALITY RETIREMENT PLAN

Name: VANDH20 HOSPITALITY, INC. - VANDH20 HOSPITALITY RETIREMENT PLAN (2016) Form 5500
Creator: VANDH20 HOSPITALITY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VANDH20 HOSPITALITY RETIREMENT PLAN, VANDH20 HOSPITALITY, INC.

VANDH20 HOSPITALITY, INC.EIN 46-3505979Plan #001PY 2016

33009 EAGLECREST ROAD - GRAVOIS MILLS, MO 65037913-232-0006

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$159K

No prior year

Total participants

No prior year

Average account balance

$26,542

No prior year

Annual return

0.44%

No prior year

Benchmarks

See 6,181 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,181 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$146K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$849

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

-5.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$96

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

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

$642

$92 / participant

Other / not subdivided$642100.0%

% of EOY assets

0.403%

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

$26,542

$103,949-74.5%

$69,182-61.6%

$273,972-90.3%

Participation rate

85.7%

67.4%+18.4pp

55.1%+30.6pp

83.0%+2.7pp

Annual return

0.44%

35.28%-34.8pp

-21.93%+22.4pp

41.46%-41.0pp

Employer contribution / active EE

$670

$1,783-62.4%

$1,206-44.5%

$4,869-86.2%

Participant deferral / active EE

$670

$2,716-75.3%

$1,897-64.7%

$5,287-87.3%

Admin fee / account holder

$107

$3,671-97.1%

$2,697-96.0%

$10,133-98.9%

VANDH20 HOSPITALITY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VANDH20 HOSPITALITY 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