What are the fees in the Champagne Resorts, Inc. ESOP plan?

For plan year 2022, Champagne Resorts, Inc. reported $209,809 in plan administrative expenses, or 1.50% of average plan assets — higher than ~90% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Champagne Resorts, Inc. 401(k)?

The average participant account balance was $4,851 for plan year 2022, based on 2,345 accounts.

Champagne Resorts, Inc.ESOP

Name: Champagne Resorts, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

WELK HOSPITALITY GROUP PROFIT SHARING PLAN · SAN MARCOS, CA · plan year 2022

Reported admin expense ratio · 2022

1.50%

Champagne Resorts, Inc. reported $209,809 in plan administrative expenses for 2022: 1.50% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (5,109th of 9,483), and the 1,027th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$11,376,696
Participants with balances2,345
Active participants957
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$4,851
Benefits paid to participants$7,918,313
Plan auditUnmodified (clean) audit opinion
AuditorROORDA, PIQUET & BESSEE, INC.

Plan history2

Yearassets · accounts · employer contribution

2023$0

2022$11.4M · 2,345 accts

Administrative expenses, itemized · 2022

Professional / advisory$27,407

Total administrative$209,809

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2

2023Not separately reported

2022$209,809 · 1.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453672278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.