Retirement plan

KOSHER MART FOODS 401(K) PROFIT SHARING PLAN

Name: DELI ON THE GO, INC. KOSHER MART FOODS - KOSHER MART FOODS 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: DELI ON THE GO, INC. KOSHER MART FOODS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KOSHER MART FOODS 401(K) PROFIT SHARING PLAN, DELI ON THE GO, INC. KOSHER MART FOODS

DELI ON THE GO, INC. KOSHER MART FOODSEIN 22-3697469Plan #001PY 2016

615 DEER ROAD - CHERRY HILL, NJ 08034856-428-4570

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$734K

+13.0% from 2015

Total participants

+23.1% from 2015

Average account balance

$52,454

-35.5% from 2015

Annual return

3.55%

+4.91 pp from 2015

Benchmarks

See 6,181 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,181 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$103K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$434

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

$293 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.599%

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

$52,454

$103,949-49.5%

$69,182-24.2%

$273,972-80.9%

Participation rate

86.7%

67.4%+19.3pp

55.1%+31.6pp

83.0%+3.7pp

Annual return

3.55%

35.28%-31.7pp

-21.93%+25.5pp

41.46%-37.9pp

Employer contribution / active EE

$1,190

$1,783-33.2%

$1,206-1.3%

$4,869-75.6%

Participant deferral / active EE

$2,928

$2,716+7.8%

$1,897+54.4%

$5,287-44.6%

Admin fee / account holder

$314

$3,671-91.4%

$2,697-88.3%

$10,133-96.9%

KOSHER MART FOODS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KOSHER MART FOODS 401(K) 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