Retirement plan

LAGOON CORPORATION & AFFILIATES PROFIT SHARING PLAN

Name: LAGOON CORPORATION P/S PLAN - LAGOON CORPORATION & AFFILIATES PROFIT SHARING PLAN (2017) Form 5500
Creator: LAGOON CORPORATION P/S PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAGOON CORPORATION & AFFILIATES PROFIT SHARING PLAN, LAGOON CORPORATION P/S PLAN

LAGOON CORPORATION P/S PLANEIN 87-0201171Plan #001PY 2017

PO BOX 696 - FARMINGTON, UT 84025801-451-8031

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$32.2M

+16.4% from 2016

Total participants

188

-4.1% from 2016

Average account balance

$168,708

+18.2% from 2016

Annual return

18.02%

+26.96 pp from 2016

Benchmarks

See 584 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort584 peers

Snapshot2017

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 3 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 PO BOX 52013 · PHOENIX, AZ 85072	Securities brokerage	$2,924
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 PO BOX 52013 · PHOENIX, AZ 85072	Securities brokerage	$698
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 28 · EIN 31-0841368	Investment Management	$0

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$147

$1 / participant

Other / not subdivided$147100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Qualified opinion

Opinion is qualified - a specific issue limited the scope or accuracy of the audit.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$168,708

$63,156+167.1%

$122,342+37.9%

$62,293+170.8%

Participation rate

100.0%

60.0%+40.0pp

71.6%+28.4pp

69.5%+30.5pp

Annual return

18.02%

20.61%-2.6pp

30.28%-12.3pp

28.90%-10.9pp

Employer contribution / active EE

$5,068

$1,385+266.0%

$4,051+25.1%

$2,042+148.2%

Participant deferral / active EE

$1,798

$2,321-22.5%

$3,287-45.3%

$3,169-43.3%

Admin fee / account holder

$440-99.8%

$5,478-100.0%

$479-99.8%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO., INC

Service code 33 · EIN 94-1737782

PO BOX 52013 · PHOENIX, AZ 85072

Securities brokerage

$2,924

CHARLES SCHWAB & CO., INC.2+ years

Filed as: CHARLES SCHWAB & CO INC

Service code 33 · EIN 94-1737782

PO BOX 52013 · PHOENIX, AZ 85072

Securities brokerage

$698

US BANK1 year

Filed as: U.S. BANK NATIONAL ASSOCIATION

Service code 28 · EIN 31-0841368

Investment Management

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