Retirement plan

MORTON GOLF, LLC 401(K) PLAN FKA KATHKEN CORPORATION 401(K) PLAN

Name: MORTON GOLF, LLC FKA KATHKEN CORPORATION - MORTON GOLF, LLC 401(K) PLAN FKA KATHKEN CORPORATION 401(K) PLAN (2015) Form 5500
Creator: MORTON GOLF, LLC FKA KATHKEN CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MORTON GOLF, LLC 401(K) PLAN FKA KATHKEN CORPORATION 401(K) PLAN, MORTON GOLF, LLC FKA KATHKEN CORPORATION

MORTON GOLF, LLC FKA KATHKEN CORPORATIONEIN 80-0026405Plan #001PY 2015

3645 FULTON AVE - SACRAMENTO, CA 95821916-808-0954hagginoaks.comLinkedIn201-500 employeesretail

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$728K

No prior year

Total participants

No prior year

Average account balance

$22,059

No prior year

Annual return

19.75%

No prior year

Benchmarks

See 1,848 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort1,848 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.11M

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

33.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$94K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$908

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17615

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 codes2E2F2G2J3D3B2T

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).
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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$21 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.256%

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

$22,059

$45,438-51.5%

$80,004-72.4%

$59,633-63.0%

Participation rate

28.9%

63.7%-34.8pp

73.0%-44.1pp

68.7%-39.8pp

Annual return

19.75%

5.10%+14.6pp

7.63%+12.1pp

2041.45%-2021.7pp

Employer contribution / active EE

$1,236-100.0%

$2,473-100.0%

$2,203-100.0%

Participant deferral / active EE

$600

$2,231-73.1%

$3,204-81.3%

$3,192-81.2%

Admin fee / account holder

$57

$3,464-98.4%

$5,033-98.9%

$4,297-98.7%

MORTON GOLF, LLC 401(K) PLAN FKA KATHKEN CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MORTON GOLF, LLC 401(K) PLAN FKA KATHKEN CORPORATION 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