Retirement plan

EMPLOYEE BENEFIT PLAN OF LAPUSH OCEAN PARK

Name: LAPUSH OCEAN PARK - EMPLOYEE BENEFIT PLAN OF LAPUSH OCEAN PARK (2020) Form 5500
Creator: LAPUSH OCEAN PARK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF LAPUSH OCEAN PARK, LAPUSH OCEAN PARK

LAPUSH OCEAN PARKEIN 91-1207575Plan #001PY 2020

PO BOX 67 - LA PUSH, WA 983500067360-374-4367

Prospect flagsLow assets / participantLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$61K

+139.0% from 2019

Total participants

-15.4% from 2019

Average account balance

$1,842

+182.5% from 2019

Annual return

49.97%

+49.97 pp from 2019

Benchmarks

See 3,551 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort3,551 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$261K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

108.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+15.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$274

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 codes2F2G2S2T3D

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

3 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$77 / participant

Other / not subdivided$2K100.0%

% of EOY assets

4.061%

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

$1,842

$37,446-95.1%

$77,552-97.6%

$79,856-97.7%

Participation rate

100.0%

41.5%+58.5pp

54.2%+45.8pp

69.6%+30.4pp

Annual return

49.97%

39.76%+10.2pp

54.82%-4.8pp

31.71%+18.3pp

Employer contribution / active EE

$637-100.0%

$987-100.0%

$2,471-100.0%

Participant deferral / active EE

$782

$1,261-38.0%

$1,861-58.0%

$3,741-79.1%

Admin fee / account holder

$75

$2,506-97.0%

$2,859-97.4%

$5,306-98.6%

EMPLOYEE BENEFIT PLAN OF LAPUSH OCEAN PARK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF LAPUSH OCEAN PARK

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