Retirement plan

UNIVERSITY SHOPS OF CLEMSON, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: UNIVERSITY SHOPS OF CLEMSON, INC. - UNIVERSITY SHOPS OF CLEMSON, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: UNIVERSITY SHOPS OF CLEMSON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY SHOPS OF CLEMSON, INC. 401(K) PROFIT SHARING PLAN AND TRUST, UNIVERSITY SHOPS OF CLEMSON, INC.

UNIVERSITY SHOPS OF CLEMSON, INC.EIN 61-1029092Plan #001PY 2019

380 COLLEGE AVENUE - CLEMSON, SC 296311431864-654-4484

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.9M

+23.4% from 2018

Total participants

+36.8% from 2018

Average account balance

$95,080

+4.9% from 2018

Annual return

20.82%

+24.97 pp from 2018

Benchmarks

See 18,795 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,795 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.13M

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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.

766.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.12%

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

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 codes2E2F2J3D

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).
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

1 tripped

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

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

$95,080

$106,905-11.1%

$84,020+13.2%

$152,885-37.8%

Participation rate

64.7%

75.2%-10.5pp

69.0%-4.3pp

82.5%-17.7pp

Annual return

20.82%

105.00%-84.2pp

71.31%-50.5pp

345.39%-324.6pp

Employer contribution / active EE

$882

$2,735-67.7%

$1,984-55.5%

$4,763-81.5%

Participant deferral / active EE

$1,471

$4,012-63.3%

$3,239-54.6%

$5,851-74.9%

Admin fee / account holder

$8,287-100.0%

$6,101-100.0%

$11,598-100.0%

UNIVERSITY SHOPS OF CLEMSON, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

UNIVERSITY SHOPS OF CLEMSON, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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