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 (2019) 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 2019

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.1M

+19.7% from 2018

Total participants

+8.3% from 2018

Average account balance

$87,220

+18.0% from 2018

Annual return

17.72%

+25.55 pp from 2018

Benchmarks

See 3,418 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort3,418 peers

Snapshot2019

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 codes2F2G2S2T3D

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.
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

$179K

$3436 / participant

Other / not subdivided$179K100.0%

% of EOY assets

2.926%

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

$87,220

$34,316+154.2%

$74,719+16.7%

$72,983+19.5%

Participation rate

84.6%

42.4%+42.2pp

54.5%+30.2pp

69.5%+15.1pp

Annual return

17.72%

26.58%-8.9pp

753.05%-735.3pp

81.01%-63.3pp

Employer contribution / active EE

$1,526

$692+120.5%

$1,084+40.7%

$2,440-37.5%

Participant deferral / active EE

$3,074

$1,272+141.7%

$1,963+56.6%

$3,608-14.8%

Admin fee / account holder

$2,552

$2,125+20.1%

$3,334-23.5%

$5,124-50.2%

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