Retirement plan

PRINCE GEORGES COUNTY CVB 401K PLAN

Name: PRINCE GEORGES COUNTY, MARYLAND, CONFERENCE VISITORS BUREAU, INC. - PRINCE GEORGES COUNTY CVB 401K PLAN (2018) 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 2018

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)

$1.3M

+3.3% from 2017

Total participants

+33.3% from 2017

Average account balance

$418,164

+3.3% from 2017

Annual return

-2.55%

-15.64 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$251K

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+19.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3728

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

$418,164

$90,606+361.5%

$79,466+426.2%

$135,379+208.9%

Participation rate

75.0%

76.0%-1.0pp

73.3%+1.7pp

82.6%-7.6pp

Annual return

-2.55%

977.69%-980.2pp

718.28%-720.8pp

519.79%-522.3pp

Employer contribution / active EE

$7,042

$3,068+129.5%

$2,800+151.5%

$4,779+47.3%

Participant deferral / active EE

$10,675

$4,050+163.6%

$3,704+188.2%

$5,609+90.3%

Admin fee / account holder

$5,895-100.0%

$5,104-100.0%

$10,828-100.0%

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