Retirement plan

EMPLOYEE BENEFIT PLAN OF B T O MANAGEMENT CORPORATION

Name: B T O MANAGEMENT CORPORATION - EMPLOYEE BENEFIT PLAN OF B T O MANAGEMENT CORPORATION (2017) Form 5500
Creator: B T O MANAGEMENT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF B T O MANAGEMENT CORPORATION, B T O MANAGEMENT CORPORATION

B T O MANAGEMENT CORPORATIONEIN 59-2071534Plan #001PY 2017

518 INDUSTRIAL AVE STE 12 - BOYNTON BEACH, FL 334263664561-736-3344LinkedIn51-200 employeesrestaurants

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.4M

+15.9% from 2016

Total participants

+1.4% from 2016

Average account balance

$74,499

+14.3% from 2016

Annual return

13.05%

+5.97 pp from 2016

Benchmarks

See 2,983 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort2,983 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.72M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

38.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$340K

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

+14.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30034

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 codes2F2S2T3D

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).
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$121K

$1858 / participant

Other / not subdivided$121K100.0%

% of EOY assets

2.251%

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

$74,499

$35,183+111.7%

$73,550+1.3%

$70,126+6.2%

Participation rate

100.0%

42.9%+57.1pp

54.9%+45.1pp

69.5%+30.5pp

Annual return

13.05%

26.90%-13.9pp

-15.16%+28.2pp

73.15%-60.1pp

Employer contribution / active EE

$1,155

$709+63.0%

$1,219-5.3%

$2,343-50.7%

Participant deferral / active EE

$2,678

$1,220+119.5%

$1,804+48.4%

$3,332-19.6%

Admin fee / account holder

$1,677

$2,302-27.1%

$2,320-27.7%

$4,645-63.9%

EMPLOYEE BENEFIT PLAN OF B T O MANAGEMENT CORPORATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF B T O MANAGEMENT CORPORATION

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