Retirement plan

PELICAN ATHLETIC CLUB L. L. C. 401K PLAN

Name: PELICAN ATHLETIC CLUB L. L. C. - PELICAN ATHLETIC CLUB L. L. C. 401K PLAN (2023) Form 5500
Creator: PELICAN ATHLETIC CLUB L. L. C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PELICAN ATHLETIC CLUB L. L. C. 401K PLAN, PELICAN ATHLETIC CLUB L. L. C.

PELICAN ATHLETIC CLUB L. L. C.EIN 72-1297507Plan #001PY 2023

1170 MEADOWBROOK BLVD. - MANDEVILLE, LA 704717400985-626-3706thepac.comLinkedIn201-500 employeeshealth, wellness and fitness

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$797K

+33.3% from 2022

Total participants

+1.5% from 2022

Average account balance

$30,637

+28.2% from 2022

Annual return

19.35%

+37.02 pp from 2022

Benchmarks

See 9,757 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,757 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

192.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.91%

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 codes2J2L2G3D2C2E

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing plan.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

Expense breakdown

Schedule H Part II

Admin total

$3K

$193 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.316%

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

$30,637

$156,927-80.5%

$121,169-74.7%

$139,456-78.0%

Participation rate

0.0%

76.4%-76.4pp

69.5%-69.5pp

80.3%-80.3pp

Annual return

19.35%

1475.85%-1456.5pp

986.71%-967.4pp

373.45%-354.1pp

Employer contribution / active EE

$1,458

$5,542-73.7%

$4,168-65.0%

$4,753-69.3%

Participant deferral / active EE

$5,146

$4,848+6.1%

$4,083+26.1%

$6,711-23.3%

Admin fee / account holder

$97

$6,946-98.6%

$5,645-98.3%

$11,407-99.2%

PELICAN ATHLETIC CLUB L. L. C. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PELICAN ATHLETIC CLUB L. L. C. 401K 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