Retirement plan

JURY HOTEL GROUP, LC 401(K) PLAN

Name: JURY HOTEL GROUP, LC - JURY HOTEL GROUP, LC 401(K) PLAN (2016) Form 5500
Creator: JURY HOTEL GROUP, LC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JURY HOTEL GROUP, LC 401(K) PLAN, JURY HOTEL GROUP, LC

JURY HOTEL GROUP, LCEIN 47-2920490Plan #001PY 2016

5750 W. 95TH STREET, SUITE 200 - OVERLAND PARK, KS 66207913-642-5656LinkedIn11-50 employeeshospitality

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$220K

No prior year

Total participants

No prior year

Average account balance

$10,013

No prior year

Annual return

10.64%

No prior year

Benchmarks

See 2,826 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort2,826 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$955K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

41.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+12.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13451

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

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

$2K

$36 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.798%

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

$10,013

$32,037-68.7%

$69,182-85.5%

$62,881-84.1%

Participation rate

42.9%

43.4%-0.6pp

55.1%-12.3pp

69.3%-26.4pp

Annual return

10.64%

15.16%-4.5pp

-21.93%+32.6pp

20.14%-9.5pp

Employer contribution / active EE

$321

$679-52.8%

$1,206-73.4%

$2,281-85.9%

Participant deferral / active EE

$419

$1,185-64.7%

$1,897-77.9%

$3,203-86.9%

Admin fee / account holder

$80

$2,608-96.9%

$2,697-97.0%

$4,296-98.1%

JURY HOTEL GROUP, LC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JURY HOTEL GROUP, LC 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