Retirement plan

PRINCE GEORGES COUNTY CVB 401K PLAN

Name: PRINCE GEORGES COUNTY, MARYLAND, CONFERENCE VISITORS BUREAU, INC. - PRINCE GEORGES COUNTY CVB 401K PLAN (2017) Form 5500
Creator: PRINCE GEORGES COUNTY, MARYLAND, CONFERENCE VISITORS BUREAU, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRINCE GEORGES COUNTY CVB 401K PLAN, PRINCE GEORGES COUNTY, MARYLAND, CONFERENCE VISITORS BUREAU, INC.

PRINCE GEORGES COUNTY, MARYLAND, CONFERENCE VISITORS BUREAU, INC.EIN 52-1112671Plan #001PY 2017

9200 BASIL COURT, SUITE 101 - LARGO, MD 20774301-925-8300pgcnaacp.orgLinkedIn11-50 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

+19.9% from 2016

Total participants

-40.0% from 2016

Average account balance

$404,857

+19.9% from 2016

Annual return

13.10%

+28.55 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$197K

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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

$31K

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

+10.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1686

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 codes2E2F2G2J3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$404,857

$99,011+308.9%

$86,582+367.6%

$147,586+174.3%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

13.10%

1312.75%-1299.6pp

965.08%-952.0pp

578.59%-565.5pp

Employer contribution / active EE

$8,969

$3,132+186.4%

$2,839+215.9%

$4,876+83.9%

Participant deferral / active EE

$14,067

$3,972+254.1%

$3,609+289.8%

$5,439+158.6%

Admin fee / account holder

$5,709-100.0%

$4,904-100.0%

$10,886-100.0%

PRINCE GEORGES COUNTY CVB 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PRINCE GEORGES COUNTY CVB 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion