Plan Ledger DOL Form 5500 · updated monthly

Monterey Peninsula Country Club401(k)

MONTEREY PENINSULA COUNTRY CLUB 401(K) PROFIT · PEBBLE BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Monterey Peninsula Country Club reported $3,350 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,276 per active participant. 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.

Across the 2 years on file its reported administrative ratio fell from 0.04% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 4,721st-largest of 9,483 plans among California employers on file, and the 571st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,150,449
Participants with balances296
Active participants242
Employer contributions$308,890
Employee contributions$823,376
Employer contribution per active participant$1,276
Average account balance$44,427
Benefits paid to participants$1,057,832
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON AND YAU
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 296 accts · $309K emplr
2023$11.5M · 284 accts · $258K emplr
2022$9.3M · 294 accts · $189K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,100
Total administrative$3,350
The Monterey Peninsula Country Club 401(k) match · 2024
Employer contribution per active participant$1,276
Median for plans this size$2,416
2024$1,276 per active participant
2023$1,104 per active participant
2022$754 per active participant

Monterey Peninsula Country Club's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$3,350
WELLS FARGO CLEARING SERVICES, LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$3,350 · 0.03%
2023$4,400 · 0.04%
2022$3,950 · 0.04%
Similar plansArts, Entertainment & Recreation · California
3 Arts Entertainment, Inc. CA$14.0M · 0.01%
Full Swing Golf CA$14.0M · 0.25%
Eagle Mountain Casino CA$13.4M · 0.57%
Outlook Amusements, Inc. CA$12.9M · 0.39%
Xponential Fitness LLC CA$12.7M · 0.63%
Skirball Cultural Center CA$12.7M · 0.17%
Knighted Ventures, LLC CA$12.4M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941451412 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.