Retirement plan

BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN

Name: BUGGS RUDY DISCOUNT CORP. - BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN (2017) Form 5500
Creator: BUGGS RUDY DISCOUNT CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN, BUGGS RUDY DISCOUNT CORP.

BUGGS RUDY DISCOUNT CORP.EIN 13-3286756Plan #003PY 2017

SPIELMAN, KOENIGSBERG PARKER, 1745 BROADWAY, 18TH FLOOR - NEW YORK, NY 10019212-489-5200

Other plans on this EIN

1 filing

#002Retirement-$6.1M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$2M

+25.4% from 2016

Total participants

+7.1% from 2016

Average account balance

$164,657

+25.4% from 2016

Annual return

17.96%

+11.58 pp from 2016

Benchmarks

See 6,539 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,539 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.42M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

136.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+10.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63001

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$164,657

$165,939-0.8%

$122,354+34.6%

$147,586+11.6%

Participation rate

80.0%

79.6%+0.4pp

71.6%+8.4pp

82.8%-2.8pp

Annual return

17.96%

34.56%-16.6pp

30.28%-12.3pp

578.59%-560.6pp

Employer contribution / active EE

$5,754-100.0%

$4,051-100.0%

$4,876-100.0%

Participant deferral / active EE

$7,832

$4,005+95.5%

$3,287+138.3%

$5,439+44.0%

Admin fee / account holder

$7,425-100.0%

$5,479-100.0%

$10,886-100.0%

BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BUGGS & RUDY DISCOUNT CORP., 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion