Retirement plan

AL COPELAND INVESTMENTS, L. L. C. 401(K) PLAN

Name: AL COPELAND INVESTMENTS, L.L.C. - AL COPELAND INVESTMENTS, L. L. C. 401(K) PLAN (2016) Form 5500
Creator: AL COPELAND INVESTMENTS, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AL COPELAND INVESTMENTS, L. L. C. 401(K) PLAN, AL COPELAND INVESTMENTS, L.L.C.

AL COPELAND INVESTMENTS, L.L.C.EIN 72-1110060Plan #001PY 2016

2601 SEVERN AVENUE, 2ND FLOOR, SUITE 202 - METAIRIE, LA 70002504-830-1000alcopeland.comLinkedIn1001-5000 employeesrestaurants

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$6.1M

+16.5% from 2015

Total participants

738

-3.4% from 2015

Average account balance

$22,453

+17.8% from 2015

Annual return

12.15%

+12.47 pp from 2015

Benchmarks

See 1,184 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,184 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.25M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

220

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.

31.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.16M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$56

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 1 by compensation

Provider	Service type	Compensation
MINNESOTA LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 41-0417830	Contract Administrator	$9,158

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$14 / participant

Contract admin$9K100.0%

% of EOY assets

0.149%

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: POSTLETHWAITE & NETTERVILLE
Auditor EIN: 721202445
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,453

$37,044-39.4%

$71,796-68.7%

$57,658-61.1%

Participation rate

29.7%

61.1%-31.5pp

69.1%-39.5pp

70.2%-40.6pp

Annual return

12.15%

12.64%-0.5pp

78.04%-65.9pp

5.13%+7.0pp

Employer contribution / active EE

$599

$720-16.8%

$1,924-68.9%

$1,974-69.6%

Participant deferral / active EE

$995

$1,974-49.6%

$2,794-64.4%

$3,061-67.5%

Admin fee / account holder

$34

$101-66.8%

$4,815-99.3%

$95-64.5%

Provider

Service type

Compensation

MINNESOTA LIFE INSURANCE COMPANY2+ years

Service code 13 · EIN 41-0417830

Contract Administrator

$9,158

AL COPELAND INVESTMENTS, L. L. C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AL COPELAND INVESTMENTS, L. L. C. 401(K) 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