Retirement plan

ROGERS LODGING, INC. 401(K) PROFIT SHARING PLAN

Name: ROGERS LODGING, INC. - ROGERS LODGING, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: ROGERS LODGING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROGERS LODGING, INC. 401(K) PROFIT SHARING PLAN, ROGERS LODGING, INC.

ROGERS LODGING, INC.EIN 75-2822396Plan #001PY 2016

P.O. BOX 1497 - VERNON, TX 76385940-552-2328LinkedIn11-50 employeeshospitality

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$260K

No prior year

Total participants

No prior year

Average account balance

$14,418

No prior year

Annual return

8.17%

No prior year

Benchmarks

See 2,826 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort2,826 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

52.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$126K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+19.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1947

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 codes2E2F2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$14,418

$32,037-55.0%

$69,182-79.2%

$62,881-77.1%

Participation rate

42.1%

43.4%-1.3pp

55.1%-13.0pp

69.3%-27.2pp

Annual return

8.17%

15.16%-7.0pp

-21.93%+30.1pp

20.14%-12.0pp

Employer contribution / active EE

$363

$679-46.6%

$1,206-69.9%

$2,281-84.1%

Participant deferral / active EE

$1,305

$1,185+10.1%

$1,897-31.2%

$3,203-59.3%

Admin fee / account holder

$2,608-100.0%

$2,697-100.0%

$4,296-100.0%

ROGERS LODGING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROGERS LODGING, INC. 401(K) PROFIT SHARING PLAN

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