Retirement plan

ALL THE KEYS, INC. DBA CHICK-FIL-A PORT JEFFERSON 401(K) PLAN

Name: ALL THE KEYS, INC. - ALL THE KEYS, INC. DBA CHICK-FIL-A PORT JEFFERSON 401(K) PLAN (2019) Form 5500
Creator: ALL THE KEYS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL THE KEYS, INC. DBA CHICK-FIL-A PORT JEFFERSON 401(K) PLAN, ALL THE KEYS, INC.

ALL THE KEYS, INC.dba CHICK-FIL-A PORT JEFFERSONEIN 47-4359585Plan #001PY 2019

4 W GATE LN - SETAUKET, NY 117331622631-834-6010

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$235K

+475.9% from 2018

Total participants

+11.1% from 2018

Average account balance

$13,846

+442.0% from 2018

Annual return

290.90%

+290.90 pp from 2018

Benchmarks

See 7,712 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort7,712 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$783K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$130K

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

+19.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$463

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 codes2F2G3D

Plan features

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$228 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.646%

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

$13,846

$108,695-87.3%

$74,722-81.5%

$152,897-90.9%

Participation rate

23.5%

65.4%-41.8pp

54.5%-30.9pp

82.5%-58.9pp

Annual return

290.90%

114.11%+176.8pp

753.11%-462.2pp

345.43%-54.5pp

Employer contribution / active EE

$1,544

$1,504+2.6%

$1,084+42.4%

$4,764-67.6%

Participant deferral / active EE

$3,132

$2,712+15.5%

$1,963+59.5%

$5,851-46.5%

Admin fee / account holder

$228

$4,906-95.4%

$3,335-93.2%

$11,599-98.0%

ALL THE KEYS, INC. DBA CHICK-FIL-A PORT JEFFERSON 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL THE KEYS, INC. DBA CHICK-FIL-A PORT JEFFERSON 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