Retirement plan

COUNTRY CLUB OF SPARTANBURG PROFIT SHARING 401(K) PLAN & TRUST

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

COUNTRY CLUB OF SPARTANBURGEIN 57-0147540Plan #001PY 2016

2500 COUNTRY CLUB ROAD - SPARTANBURG, SC 29304864-583-3661thecountryclubofspartanburg.orgLinkedIn11-50 employeeshospitality

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+16.3% from 2015

Total participants

-2.8% from 2015

Average account balance

$17,286

+19.7% from 2015

Annual return

12.08%

+12.42 pp from 2015

Benchmarks

See 2,538 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,538 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$504K

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

135.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$25K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$619

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

+15.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$265

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$10K

$275 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.839%

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

$17,286

$41,377-58.2%

$109,313-84.2%

$62,881-72.5%

Participation rate

100.0%

57.5%+42.5pp

71.3%+28.7pp

69.3%+30.7pp

Annual return

12.08%

11.05%+1.0pp

22.07%-10.0pp

20.14%-8.1pp

Employer contribution / active EE

$664

$1,276-48.0%

$3,892-82.9%

$2,281-70.9%

Participant deferral / active EE

$808

$2,045-60.5%

$3,166-74.5%

$3,203-74.8%

Admin fee / account holder

$145

$2,884-95.0%

$5,666-97.4%

$4,296-96.6%

COUNTRY CLUB OF SPARTANBURG PROFIT SHARING 401(K) PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COUNTRY CLUB OF SPARTANBURG PROFIT SHARING 401(K) PLAN & TRUST

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