Retirement plan

UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN

Name: UNIVERSAL CITY DEVELOPMENT PARTNERS, LTD UNIVERSAL ORLANDO - UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN (2023) Form 5500
Creator: UNIVERSAL CITY DEVELOPMENT PARTNERS, LTD UNIVERSAL ORLANDO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN, UNIVERSAL CITY DEVELOPMENT PARTNERS, LTD UNIVERSAL ORLANDO

UNIVERSAL CITY DEVELOPMENT PARTNERS, LTD UNIVERSAL ORLANDOEIN 59-3128514Plan #001PY 2023

1000 UNIVERSAL STUDIOS PLAZA - ORLANDO, FL 328197601215-286-1700LinkedIn10001+ employeesperforming arts

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$661.2M

-11.1% from 2016

Total participants

23,662

-10.2% from 2016

Average account balance

$48,908

-5.5% from 2016

Annual return

21.28%

-7.54 pp from 2016

Benchmarks

See 1,196 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants>=10,000

Cohort1,196 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$833.94M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

14,848

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.

57.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105.27M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24

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

Top 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3 years Filed as: FIDELITY INVES INST OPERS CO, INC Service code 15 · EIN 04-2647786	Recordkeeping	$248,250
FINANCIAL ENGINES7 years Service code 27 · EIN 77-0473565	Advisory (Plan)	$42,926
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727	Accounting	$14,393

Plan features & details

Pension benefit codes2F2G2J2K2R3H

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$294K

$14 / participant

Recordkeeping$234K79.8%
Investment mgmt$43K14.6%
Contract admin$2K0.7%
Other / not subdivided$14K4.9%

% of EOY assets

0.044%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SB & COMPANY, LLC
Auditor EIN: 202153727
Audit fees: $14,393
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,908

$96,393-49.3%

$121,214-59.7%

$96,393-49.3%

Participation rate

53.2%

71.3%-18.1pp

69.5%-16.4pp

71.3%-18.1pp

Annual return

21.28%

22.88%-1.6pp

987.67%-966.4pp

22.88%-1.6pp

Employer contribution / active EE

$1,667

$3,239-48.5%

$4,171-60.0%

$3,239-48.5%

Participant deferral / active EE

$2,368

$5,455-56.6%

$4,084-42.0%

$5,455-56.6%

Admin fee / account holder

$22

$74-70.6%

$5,647-99.6%

$74-70.6%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Filed as: FIDELITY INVES INST OPERS CO, INC

Service code 15 · EIN 04-2647786

Recordkeeping

$248,250

FINANCIAL ENGINES7 years

Service code 27 · EIN 77-0473565

Advisory (Plan)

$42,926

SB & COMPANY, LLC1 year

Service code 10 · EIN 20-2153727

Accounting

$14,393

UNIVERSAL ORLANDO 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSAL ORLANDO 401(K) RETIREMENT 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