Retirement plan

PIZZA WHOLESALE OF LEXINGTON, INC. 401(K)RETIREMENT SAVINGS PLAN

Name: PIZZA WHOLESALE OF LEXINGTON, INC. - PIZZA WHOLESALE OF LEXINGTON, INC. 401(K)RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: PIZZA WHOLESALE OF LEXINGTON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PIZZA WHOLESALE OF LEXINGTON, INC. 401(K)RETIREMENT SAVINGS PLAN, PIZZA WHOLESALE OF LEXINGTON, INC.

PIZZA WHOLESALE OF LEXINGTON, INC.EIN 61-0967182Plan #001PY 2015

P.O. BOX 757 - PARIS, KY 40362859-987-4743pizzawholesaleoflexington.comLinkedIn51-200 employeesconsumer goods

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$5M

No prior year

Total participants

174

No prior year

Average account balance

$31,238

No prior year

Annual return

-0.50%

No prior year

Benchmarks

See 2,111 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,111 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.91M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

302

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.

99.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.83M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$335

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$270
BENEFITS ADMINISTRATORS, LLC1+ years Service code 15 · EIN 61-1291181	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

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: ENDERLE BESTEN DIERUF, PLLC
Auditor EIN: 453048812
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,238

$57,108-45.3%

$94,229-66.8%

$52,331-40.3%

Participation rate

89.6%

72.9%+16.7pp

78.8%+10.8pp

68.1%+21.5pp

Annual return

-0.50%

1.47%-2.0pp

10.68%-11.2pp

4.54%-5.0pp

Employer contribution / active EE

$2,310

$1,735+33.1%

$3,587-35.6%

$1,882+22.7%

Participant deferral / active EE

$2,918

$3,040-4.0%

$4,320-32.5%

$3,022-3.4%

Admin fee / account holder

$546-100.0%

$6,269-100.0%

$592-100.0%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$270

BENEFITS ADMINISTRATORS, LLC1+ years

Service code 15 · EIN 61-1291181

Recordkeeping

PIZZA WHOLESALE OF LEXINGTON, INC. 401(K)RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PIZZA WHOLESALE OF LEXINGTON, INC. 401(K)RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion