Retirement plan

LAGOON CORPORATION & AFFILIATES PROFIT SHARING PLAN

Name: LAGOON CORPORATION, INC. AND - LAGOON CORPORATION & AFFILIATES PROFIT SHARING PLAN (2016) Form 5500
Creator: LAGOON CORPORATION, INC. AND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAGOON CORPORATION & AFFILIATES PROFIT SHARING PLAN, LAGOON CORPORATION, INC. AND

LAGOON CORPORATION, INC. ANDEIN 87-0201171Plan #001PY 2016

PO BOX 696 - FARMINGTON, UT 840250696801-292-2379

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$27.7M

No prior year

Total participants

196

No prior year

Average account balance

$142,708

No prior year

Annual return

-8.94%

No prior year

Benchmarks

See 616 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort616 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$66.39M

Not enough data

1 years with asset history on file

Average account balance

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

$244K

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.

272

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.

90.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.82M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$517

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 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 2445 EAST PARLEYS WAY STE 250 · SALT LAKE CITY, UT 84109	Securities Custodian	$31,449
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 PO BOX 52013 · PHOENIX, AZ 850729749	Securities brokerage	$5,734

Plan features & details

Pension benefit codes2E2H2J

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$146

$1 / participant

Other / not subdivided$146100.0%

% of EOY assets

0.001%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: STAYNER, BATES & JENSEN, P.C.
Auditor EIN: 870495153
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$142,708

$38,969+266.2%

$109,313+30.6%

$55,167+158.7%

Participation rate

98.8%

58.2%+40.6pp

71.3%+27.5pp

69.0%+29.8pp

Annual return

-8.94%

8.26%-17.2pp

22.07%-31.0pp

169.23%-178.2pp

Employer contribution / active EE

$4,354

$1,227+254.9%

$3,892+11.9%

$1,963+121.8%

Participant deferral / active EE

$2,148

$2,176-1.3%

$3,166-32.2%

$3,054-29.7%

Admin fee / account holder

$501-99.8%

$5,666-100.0%

$504-99.9%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1+ years

Service code 19 · EIN 26-4310632

2445 EAST PARLEYS WAY STE 250 · SALT LAKE CITY, UT 84109

Securities Custodian

$31,449

CHARLES SCHWAB & CO., INC.1+ years

Filed as: CHARLES SCHWAB & CO INC

Service code 33 · EIN 94-1737782

PO BOX 52013 · PHOENIX, AZ 850729749

Securities brokerage

$5,734

LAGOON CORPORATION & AFFILIATES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAGOON CORPORATION & AFFILIATES 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