Retirement plan

THE FRANCIS MARION HOTEL 401 (K) PLAN

Name: FRANCIS MARION HOTEL 401 (K) PLAN - THE FRANCIS MARION HOTEL 401 (K) PLAN (2015) Form 5500
Creator: FRANCIS MARION HOTEL 401 (K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE FRANCIS MARION HOTEL 401 (K) PLAN, FRANCIS MARION HOTEL 401 (K) PLAN

FRANCIS MARION HOTEL 401 (K) PLANEIN 57-1010271Plan #001PY 2015

387 KING ST - CHARLESTON, SC 294036404843-937-9169

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.3M

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

1.99%

No prior year

Benchmarks

See 2,539 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort2,539 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.31M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

54.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$373K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+16.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3092

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$51

$1 / participant

Other / not subdivided$51100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SCOTT AND COMPANY LLC
Auditor EIN: 571021392
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,732-100.0%

$59,496-100.0%

$59,633-100.0%

Participation rate

0.0%

43.2%-43.2pp

54.6%-54.6pp

68.7%-68.7pp

Annual return

1.99%

4.47%-2.5pp

182.05%-180.1pp

2041.45%-2039.5pp

Employer contribution / active EE

$925

$631+46.6%

$1,153-19.8%

$2,203-58.0%

Participant deferral / active EE

$3,743

$1,183+216.4%

$1,829+104.6%

$3,192+17.3%

Admin fee / account holder

$2,136-100.0%

$2,232-100.0%

$4,297-100.0%

THE FRANCIS MARION HOTEL 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE FRANCIS MARION HOTEL 401 (K) PLAN

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