Retirement plan

CAMP CARIBOU PROFIT SHARING PLAN

Name: CAMP CARIBOU FOR BOYS, INC. - CAMP CARIBOU PROFIT SHARING PLAN (2019) Form 5500
Creator: CAMP CARIBOU FOR BOYS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMP CARIBOU PROFIT SHARING PLAN, CAMP CARIBOU FOR BOYS, INC.

CAMP CARIBOU FOR BOYS, INC.EIN 80-0240924Plan #001PY 2019

P.O. BOX 129 - WAYLAND, MA 01778508-353-5050LinkedIn11-50 employeesrecreational facilities and services

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.2M

+26.2% from 2018

Total participants

0.0% from 2018

Average account balance

$595,060

+26.2% from 2018

Annual return

20.69%

+27.66 pp from 2018

Benchmarks

See 7,713 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,713 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.72M

Not enough data

1 years with asset history on file

Average account balance

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

$857K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$299K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$37K

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

+19.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14115

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 codes2E2H2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$25K

$4208 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.606%

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

$595,060

$108,685+447.5%

$74,719+696.4%

$152,885+289.2%

Participation rate

100.0%

65.3%+34.7pp

54.5%+45.5pp

82.5%+17.5pp

Annual return

20.69%

114.09%-93.4pp

753.05%-732.4pp

345.39%-324.7pp

Employer contribution / active EE

$17,648

$1,504+1073.4%

$1,084+1527.9%

$4,763+270.5%

Participant deferral / active EE

$12,558

$2,712+363.1%

$1,963+539.6%

$5,851+114.6%

Admin fee / account holder

$3,607

$4,905-26.5%

$3,334+8.2%

$11,598-68.9%

CAMP CARIBOU PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMP CARIBOU PROFIT SHARING 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