Retirement plan

COLUMBIA COUNTRY CLUB 401(K) PROFIT SHARING PLAN

Name: COLUMBIA COUNTRY CLUB - COLUMBIA COUNTRY CLUB 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: COLUMBIA COUNTRY CLUB
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLUMBIA COUNTRY CLUB 401(K) PROFIT SHARING PLAN, COLUMBIA COUNTRY CLUB

COLUMBIA COUNTRY CLUBEIN 52-0278100Plan #001PY 2016

7900 CONNECTICUT AVENUE - CHEVY CHASE, MD 20815301-951-5000columbiacc.orgLinkedIn51-200 employeesrecreational facilities and services

Prospect flagsFailed to transmit contributions

Top hat statement on fileNQDC

Filed November 29, 2005 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$8.7M

+10.2% from 2015

Total participants

233

+11.5% from 2015

Average account balance

$39,033

+3.8% from 2015

Annual return

6.56%

+4.85 pp from 2015

Benchmarks

See 616 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort616 peers

Snapshot2016

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Analytics

Total assets (EOY)

Plan-year ending balance

$12.21M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

200

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.

80.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$845K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$314

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

1 years with F_SCH_H allocation on file

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850	Indirect Investment Fees	$14,033
GLOBAL RETIREMENT PARTNERS LLC1 year Service code 27 · EIN 47-1411118	Advisory (Plan)	$7,955
MMA SECURITIES LLC1 year Filed as: MARSH USA/MARSH & MCLENNAN AGENCY Service code 13 · EIN 36-1436000	Contract Administrator	$5,942
GRISELL CABERO2+ years Service code 53 1593 SPRING HILL ROAD, SUITE 500E · VIENNA, VA 22182	Insurance Commissions	$0
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 92121	Insurance Commissions	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 72	Other investment fees and expenses	$0

Plan features & details

Pension benefit codes2A2E2F2G2J3D2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$14K

$91 / participant

Contract admin$14K100.0%

% of EOY assets

0.162%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PBMARES,LLP
Auditor EIN: 540737372
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,033

$38,969+0.2%

$109,313-64.3%

$55,167-29.2%

Participation rate

92.9%

58.2%+34.6pp

71.3%+21.6pp

69.0%+23.9pp

Annual return

6.56%

8.26%-1.7pp

22.07%-15.5pp

169.23%-162.7pp

Employer contribution / active EE

$2,268

$1,227+84.9%

$3,892-41.7%

$1,963+15.6%

Participant deferral / active EE

$1,781

$2,176-18.2%

$3,166-43.8%

$3,054-41.7%

Admin fee / account holder

$63

$501-87.4%

$5,666-98.9%

$504-87.5%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$14,033

GLOBAL RETIREMENT PARTNERS LLC1 year

Service code 27 · EIN 47-1411118

Advisory (Plan)

$7,955

MMA SECURITIES LLC1 year

Filed as: MARSH USA/MARSH & MCLENNAN AGENCY

Service code 13 · EIN 36-1436000

Contract Administrator

$5,942

GRISELL CABERO2+ years

Service code 53

1593 SPRING HILL ROAD, SUITE 500E · VIENNA, VA 22182

Insurance Commissions

LPL FINANCIAL2+ years

Filed as: LPL FINANCIAL CORPORATION

Service code 53 · EIN 95-2834236

4707 EXECUTIVE DR · SAN DIEGO, CA 92121

Insurance Commissions

MASSACHUSETTS MUTUAL LIFE INS. CO.2+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INS CO

Service code 72

Other investment fees and expenses

COLUMBIA COUNTRY CLUB 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLUMBIA COUNTRY CLUB 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

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