Retirement plan

AGK RESTAURANTS 401(K) PLAN

Name: AGK RESTAURANTS - AGK RESTAURANTS 401(K) PLAN (2016) Form 5500
Creator: AGK RESTAURANTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AGK RESTAURANTS 401(K) PLAN, AGK RESTAURANTS

AGK RESTAURANTSEIN 36-2925160Plan #003PY 2016

5016 N. 6TH STREET - PHOENIX, AZ 85012602-265-2834LinkedIn51-200 employeesrestaurants

Other plans on this EIN

1 filing

#002Retirement-$1.3M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$1.8M

+7.1% from 2015

Total participants

-10.6% from 2015

Average account balance

$27,842

+12.1% from 2015

Annual return

6.18%

+3.94 pp from 2015

Benchmarks

See 2,826 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort2,826 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.36M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

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

+14.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16859

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 codes2E2F2J3D

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).
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.

Expense breakdown

Schedule H Part II

Admin total

$17K

$271 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.974%

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

$27,842

$32,037-13.1%

$69,182-59.8%

$62,881-55.7%

Participation rate

100.0%

43.4%+56.6pp

55.1%+44.9pp

69.3%+30.7pp

Annual return

6.18%

15.16%-9.0pp

-21.93%+28.1pp

20.14%-14.0pp

Employer contribution / active EE

$679-100.0%

$1,206-100.0%

$2,281-100.0%

Participant deferral / active EE

$503

$1,185-57.6%

$1,897-73.5%

$3,203-84.3%

Admin fee / account holder

$271

$2,608-89.6%

$2,697-89.9%

$4,296-93.7%

AGK RESTAURANTS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AGK RESTAURANTS 401(K) 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