Retirement plan

PIONEER COLLEGE CATERERS, INC. PROFIT SHARING PLAN

Name: PIONEER COLLEGE CATERERS, INC. - PIONEER COLLEGE CATERERS, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: PIONEER COLLEGE CATERERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIONEER COLLEGE CATERERS, INC. PROFIT SHARING PLAN, PIONEER COLLEGE CATERERS, INC.

PIONEER COLLEGE CATERERS, INC.EIN 31-0867661Plan #001PY 2015

303 GLENROSE AVE - NASHVILLE, TN 372104831615-255-9347

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11M

No prior year

Total participants

416

No prior year

Average account balance

$30,925

No prior year

Annual return

0.23%

No prior year

Benchmarks

See 637 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants250-999

Cohort637 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.21M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

391

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.

86.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.15M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$197

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$32,864
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194	Other Services	$8,247
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431	Other Services	$6,145
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2H2J2T

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$33K

$85 / participant

Contract admin$33K100.0%

% of EOY assets

0.299%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DELOITTE AND TOUCHE LLP
Auditor EIN: 133891517
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,925

$22,714+36.2%

$59,496-48.0%

$55,191-44.0%

Participation rate

84.5%

37.5%+47.1pp

54.6%+30.0pp

69.2%+15.4pp

Annual return

0.23%

-44.01%+44.2pp

182.05%-181.8pp

10.78%-10.6pp

Employer contribution / active EE

$1,124

$418+168.9%

$1,153-2.5%

$1,899-40.8%

Participant deferral / active EE

$1,346

$843+59.7%

$1,829-26.4%

$3,046-55.8%

Admin fee / account holder

$92

$83+10.8%

$2,232-95.9%

$91+1.7%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$32,864

NFP RETIREMENT INC1+ years

Filed as: NFP ADVISOR SERVICES LLC

Service code 49 · EIN 74-2794194

Other Services

$8,247

NFP RETIREMENT INC1+ years

Filed as: NFP INSURANCE SERVICES INC

Service code 49 · EIN 74-2470431

Other Services

$6,145

WILSHIRE ASSOCIATES INCORPORATED1+ years

Service code 27 · EIN 95-2755361

Advisory (Plan)

PIONEER COLLEGE CATERERS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PIONEER COLLEGE CATERERS, INC. 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