Retirement plan

BIG TIME RESTAURANT GROUP CORP 401(K) PROFIT SHARING PLAN & TRUST

Name: BIG TIME RESTAURANT GROUP CORP - BIG TIME RESTAURANT GROUP CORP 401(K) PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: BIG TIME RESTAURANT GROUP CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIG TIME RESTAURANT GROUP CORP 401(K) PROFIT SHARING PLAN & TRUST, BIG TIME RESTAURANT GROUP CORP

BIG TIME RESTAURANT GROUP CORPEIN 65-0934916Plan #001PY 2017

400 CLEMATIS ST., SUITE 205 - WEST PALM BEACH, FL 334015540561-659-1940bigtimerestaurants.comLinkedIn1001-5000 employeesrestaurants

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$804K

+23.1% from 2016

Total participants

3,717

+13.4% from 2016

Average account balance

$17,116

+15.2% from 2016

Annual return

16.22%

+8.22 pp from 2016

Benchmarks

See 279 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort279 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

5.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$169K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$108

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

+17.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$721

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 codes2E2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$801

$0 / participant

Investment mgmt$801100.0%

% of EOY assets

0.100%

all-in expense ratio

Categories reported

1 / 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: CALER, DONTEN, LEVINE, ET AL. P.A.
Auditor EIN: 592831281
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,116

$25,165-32.0%

$73,550-76.7%

$77,958-78.0%

Participation rate

0.9%

36.6%-35.7pp

54.9%-54.0pp

71.6%-70.7pp

Annual return

16.22%

18.12%-1.9pp

-15.16%+31.4pp

20.87%-4.6pp

Employer contribution / active EE

$395-100.0%

$1,219-100.0%

$2,310-100.0%

Participant deferral / active EE

$15

$898-98.3%

$1,804-99.2%

$3,537-99.6%

Admin fee / account holder

$17

$76-77.5%

$2,320-99.3%

$97-82.5%

BIG TIME RESTAURANT GROUP CORP 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BIG TIME RESTAURANT GROUP CORP 401(K) PROFIT SHARING PLAN & TRUST

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