Retirement plan

LITTLE CAESAR'S PIZZA 401(K) PROFIT SHARING PLAN

Name: DLC PIZZA, INC. - LITTLE CAESAR'S PIZZA 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: DLC PIZZA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LITTLE CAESAR'S PIZZA 401(K) PROFIT SHARING PLAN, DLC PIZZA, INC.

DLC PIZZA, INC.EIN 55-0658485Plan #001PY 2016

5250 U.S. ROUTE 60 EAST - HUNTINGTON, WV 25705304-736-6658LinkedIn51-200 employeesrestaurants

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+3.8% from 2015

Total participants

-4.8% from 2015

Average account balance

$31,162

+14.9% from 2015

Annual return

-2.79%

-2.75 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

$330K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

377.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+6.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5660

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 codes2G2J

Plan features

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.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$37K

$842 / participant

Other / not subdivided$37K100.0%

% of EOY assets

2.122%

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

$31,162

$32,037-2.7%

$69,182-55.0%

$62,881-50.4%

Participation rate

93.2%

43.4%+49.8pp

55.1%+38.1pp

69.3%+23.9pp

Annual return

-2.79%

15.16%-18.0pp

-21.93%+19.1pp

20.14%-22.9pp

Employer contribution / active EE

$1,137

$679+67.5%

$1,206-5.7%

$2,281-50.1%

Participant deferral / active EE

$2,167

$1,185+82.8%

$1,897+14.2%

$3,203-32.4%

Admin fee / account holder

$661

$2,608-74.6%

$2,697-75.5%

$4,296-84.6%

LITTLE CAESAR'S PIZZA 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LITTLE CAESAR'S PIZZA 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