Retirement plan

PIONEER COLLEGE CATERERS, INC. PROFIT SHARING PLAN

Name: PIONEER COLLEGE CATERERS, INC. - PIONEER COLLEGE CATERERS, INC. PROFIT SHARING PLAN (2017) 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 2017

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.4M

+17.1% from 2016

Total participants

477

+8.4% from 2016

Average account balance

$33,438

+8.6% from 2016

Annual return

14.53%

+7.48 pp from 2016

Benchmarks

See 698 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants250-999

Cohort698 peers

Snapshot2017

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 COMPANY3+ years Service code 13 · EIN 42-0127290	Contract Administrator	$32,489
KESTRA INVESTMENT SERVICES LLC2 years Service code 49 · EIN 74-2794194	Other Services	$9,133
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431	Other Services	$4,996
WILSHIRE ASSOCIATES INCORPORATED3+ 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

$32K

$75 / participant

Contract admin$32K100.0%

% of EOY assets

0.242%

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

$33,438

$28,416+17.7%

$73,545-54.5%

$69,631-52.0%

Participation rate

82.7%

38.3%+44.4pp

54.9%+27.8pp

70.7%+12.0pp

Annual return

14.53%

-694.13%+708.7pp

-15.16%+29.7pp

27571.02%-27556.5pp

Employer contribution / active EE

$1,152

$430+167.6%

$1,219-5.5%

$2,032-43.3%

Participant deferral / active EE

$1,337

$897+49.0%

$1,806-26.0%

$3,224-58.5%

Admin fee / account holder

$81

$104-22.5%

$2,320-96.5%

$110-26.8%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY3+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$32,489

KESTRA INVESTMENT SERVICES LLC2 years

Service code 49 · EIN 74-2794194

Other Services

$9,133

NFP RETIREMENT INC3+ years

Filed as: NFP INSURANCE SERVICES INC

Service code 49 · EIN 74-2470431

Other Services

$4,996

WILSHIRE ASSOCIATES INCORPORATED3+ 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