Retirement plan

THE RESORTS COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: THE RESORTS COMPANIES, INC. - THE RESORTS COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: THE RESORTS COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE RESORTS COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN, THE RESORTS COMPANIES, INC.

THE RESORTS COMPANIES, INC.EIN 54-1868417Plan #001PY 2017

610 WEST RIO ROAD - CHARLOTTESVILLE, VA 22901434-973-5677LinkedIn1001-5000 employeesleisure, travel & tourism

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$255.5M

-1.7% from 2016

Total participants

3,104

-4.9% from 2016

Average account balance

$82,379

+3.0% from 2016

Annual return

29.54%

+1.23 pp from 2016

Benchmarks

See 114 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants1,000-4,999

Cohort114 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$385.75M

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

3,117

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.

99.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14.61M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+11.93%

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

1 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 codes2I2P3H3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HANTZMON WIEBEL LLP
Auditor EIN: 540618213
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,379

$43,233+90.5%

$185,117-55.5%

$77,958+5.7%

Participation rate

99.8%

64.2%+35.6pp

77.3%+22.6pp

71.6%+28.2pp

Annual return

29.54%

20.43%+9.1pp

40.50%-11.0pp

20.87%+8.7pp

Employer contribution / active EE

$6,527

$1,312+397.6%

$4,182+56.1%

$2,310+182.5%

Participant deferral / active EE

$2,912-100.0%

$5,045-100.0%

$3,537-100.0%

Admin fee / account holder

$95-100.0%

$8,159-100.0%

$97-100.0%

THE RESORTS COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE RESORTS COMPANIES, INC. EMPLOYEE STOCK OWNERSHIP 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