Retirement plan

MARSICO AMUSEMENTS 401(K) PROFIT SHARING PLAN

Name: MARSICO AMUSEMENT COMPANY LLC - MARSICO AMUSEMENTS 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: MARSICO AMUSEMENT COMPANY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARSICO AMUSEMENTS 401(K) PROFIT SHARING PLAN, MARSICO AMUSEMENT COMPANY LLC

MARSICO AMUSEMENT COMPANY LLCEIN 47-2878706Plan #001PY 2018

719 7TH AVENUE, P.O. BOX 699 - BEAVER FALLS, PA 15010724-843-8100

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$860K

-5.8% from 2017

Total participants

0.0% from 2017

Average account balance

$143,303

-5.8% from 2017

Annual return

-4.56%

-24.25 pp from 2017

Benchmarks

See 6,863 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,863 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$406K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+10.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2T3D

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).
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

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

$56K

$11261 / participant

Other / not subdivided$56K100.0%

% of EOY assets

6.548%

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

$143,303

$158,852-9.8%

$121,220+18.2%

$135,379+5.9%

Participation rate

100.0%

79.3%+20.7pp

71.8%+28.2pp

82.6%+17.4pp

Annual return

-4.56%

-0.64%-3.9pp

16.94%-21.5pp

519.79%-524.3pp

Employer contribution / active EE

$1,964

$5,666-65.3%

$4,023-51.2%

$4,779-58.9%

Participant deferral / active EE

$7,000

$4,006+74.8%

$3,345+109.3%

$5,609+24.8%

Admin fee / account holder

$9,384

$6,515+44.0%

$5,021+86.9%

$10,828-13.3%

MARSICO AMUSEMENTS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARSICO AMUSEMENTS 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