Retirement plan

PIONEER COLLEGE CATERERS, INC. PROFIT SHARING PLAN

Name: PIONEER COLLEGE CATERERS, INC. - PIONEER COLLEGE CATERERS, INC. PROFIT SHARING PLAN (2016) 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 2016

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$11.5M

+4.3% from 2015

Total participants

440

+5.8% from 2015

Average account balance

$30,777

-0.5% from 2015

Annual return

7.06%

+6.83 pp from 2015

Benchmarks

See 685 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants250-999

Cohort685 peers

Snapshot2016

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 COMPANY2+ years Service code 13 · EIN 42-0127290	Contract Administrator	$29,485
KESTRA INVESTMENT SERVICES LLC1 year Service code 49 · EIN 74-2794194	Other Services	$8,260
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431	Other Services	$3,660
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$29K

$71 / participant

Contract admin$29K100.0%

% of EOY assets

0.257%

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

$30,777

$23,385+31.6%

$69,182-55.5%

$57,658-46.6%

Participation rate

83.9%

37.9%+45.9pp

55.1%+28.7pp

70.2%+13.6pp

Annual return

7.06%

-659.34%+666.4pp

-21.93%+29.0pp

5.13%+1.9pp

Employer contribution / active EE

$1,064

$422+151.9%

$1,206-11.8%

$1,974-46.1%

Participant deferral / active EE

$1,337

$843+58.6%

$1,897-29.5%

$3,061-56.3%

Admin fee / account holder

$79

$82-3.7%

$2,697-97.1%

$95-16.4%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY2+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$29,485

KESTRA INVESTMENT SERVICES LLC1 year

Service code 49 · EIN 74-2794194

Other Services

$8,260

NFP RETIREMENT INC2+ years

Filed as: NFP INSURANCE SERVICES INC

Service code 49 · EIN 74-2470431

Other Services

$3,660

WILSHIRE ASSOCIATES INCORPORATED2+ 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