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 (2017) 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 2017

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

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$6.9M

+18.6% from 2016

Total participants

237

+13.4% from 2016

Average account balance

$30,882

-3.2% from 2016

Annual return

15.18%

+8.51 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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
BENEFITS ADMINISTRATORS, LLC3+ years Service code 15 · EIN 61-1291181	Recordkeeping	$6,990
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$80

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

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$7K

$39 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.103%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,882

$71,192-56.6%

$117,861-73.8%

$62,293-50.4%

Participation rate

92.2%

74.2%+18.0pp

79.7%+12.6pp

69.5%+22.7pp

Annual return

15.18%

18.66%-3.5pp

335.11%-319.9pp

28.90%-13.7pp

Employer contribution / active EE

$1,917

$1,934-0.9%

$3,786-49.4%

$2,042-6.1%

Participant deferral / active EE

$2,618

$3,189-17.9%

$4,482-41.6%

$3,169-17.4%

Admin fee / account holder

$32

$587-94.6%

$8,021-99.6%

$479-93.4%

Provider

Service type

Compensation

BENEFITS ADMINISTRATORS, LLC3+ years

Service code 15 · EIN 61-1291181

Recordkeeping

$6,990

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$80

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

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

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