Retirement plan

PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. 401 (K) PLAN

Name: PROFESSIONAL RODEO COWBOYS ASSOC - PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. 401 (K) PLAN (2018) Form 5500
Creator: PROFESSIONAL RODEO COWBOYS ASSOC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. 401 (K) PLAN, PROFESSIONAL RODEO COWBOYS ASSOC

PROFESSIONAL RODEO COWBOYS ASSOCEIN 84-0414922Plan #001PY 2018

101 PRO RODEO DRIVE - COLORADO SPRINGS, CO 809192301719-593-8840prorodeo.comLinkedIn51-200 employeessports

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$4.2M

-1.5% from 2017

Total participants

106

+2.9% from 2017

Average account balance

$41,352

-3.4% from 2017

Annual return

-4.83%

-20.36 pp from 2017

Benchmarks

See 2,579 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,579 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.45M

Not enough data

1 years with asset history on file

Average account balance

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

$35K

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.

129

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.

86.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$624K

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

+11.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$281

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
SECURIAN FINANCIAL SERVICES INC1 year Service code 55 400 ROBERT ST N · SAINT PAUL, MN 55101	Other Commissions	$3,635
VOYA RETIREMENT INSURANCE & ANNUITY1 year Service code 64 · EIN 71-0294708	Recordkeeping Fees	$2,398
JOHN HANCOCK LIFE INSURANCE COMPANY4+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346	Recordkeeping	$122

Plan features & details

Pension benefit codes2E2F2G2J2T3D2H

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.
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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$33 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.060%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: STOCKMAN KAST RYAN & COMPANY LLP
Auditor EIN: 841509584
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,352

$43,730-5.4%

$121,220-65.9%

$64,173-35.6%

Participation rate

94.7%

58.3%+36.4pp

71.8%+23.0pp

69.6%+25.2pp

Annual return

-4.83%

68.94%-73.8pp

16.94%-21.8pp

7.63%-12.5pp

Employer contribution / active EE

$79

$1,297-93.9%

$4,023-98.0%

$2,381-96.7%

Participant deferral / active EE

$3,305

$2,281+44.9%

$3,345-1.2%

$3,470-4.7%

Admin fee / account holder

$25

$3,502-99.3%

$5,021-99.5%

$4,887-99.5%

Provider

Service type

Compensation

SECURIAN FINANCIAL SERVICES INC1 year

Service code 55

400 ROBERT ST N · SAINT PAUL, MN 55101

Other Commissions

$3,635

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Service code 64 · EIN 71-0294708

Recordkeeping Fees

$2,398

JOHN HANCOCK LIFE INSURANCE COMPANY4+ years

Filed as: JOHN HANCOCK USA

Service code 15 · EIN 01-0233346

Recordkeeping

$122

PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFESSIONAL RODEO COWBOYS ASSOCIATION, INC. 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