Retirement plan

MOVIE GRILL CONCEPTS TRADEMARK HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

Name: MOVIE GRILL CONCEPTS TRADEMARK HOLDINGS, LLC - MOVIE GRILL CONCEPTS TRADEMARK HOLDINGS, LLC 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: MOVIE GRILL CONCEPTS TRADEMARK HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOVIE GRILL CONCEPTS TRADEMARK HOLDINGS, LLC 401(K) PROFIT SHARING PLAN, MOVIE GRILL CONCEPTS TRADEMARK HOLDINGS, LLC

MOVIE GRILL CONCEPTS TRADEMARK HOLDINGS, LLCEIN 45-4483096Plan #001PY 2018

12404 PARK CENTRAL DRIVE, 400N - DALLAS, TX 75251469-405-8529

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$546K

+21.6% from 2017

Total participants

269

+10.7% from 2017

Average account balance

$15,605

-2.7% from 2017

Annual return

-7.53%

-20.86 pp from 2017

Benchmarks

See 746 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants250-999

Cohort746 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$611K

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.

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.

12.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$481

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

+22.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$511

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

Top 1 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY3+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$2K

$9 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.434%

all-in expense ratio

Categories reported

0 / 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: BAKER TILLY VIRCHOW KRAUSE, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,605

$23,224-32.8%

$71,089-78.0%

$55,725-72.0%

Participation rate

9.7%

37.9%-28.2pp

54.6%-45.0pp

70.9%-61.2pp

Annual return

-7.53%

-2.87%-4.7pp

650.65%-658.2pp

244.93%-252.5pp

Employer contribution / active EE

$436-100.0%

$1,088-100.0%

$2,078-100.0%

Participant deferral / active EE

$641

$929-31.0%

$1,873-65.8%

$3,356-80.9%

Admin fee / account holder

$68

$118-42.6%

$3,082-97.8%

$115-41.3%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY3+ years

Filed as: VOYA RETIREMENT INSURANCE AND ANNUI

Service code 27 · EIN 71-0294708

Advisory (Plan)

MOVIE GRILL CONCEPTS TRADEMARK HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOVIE GRILL CONCEPTS TRADEMARK HOLDINGS, LLC 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