Retirement plan

BOBBY COX COMPANIES, INC. 401(K) SAVINGS PLAN

Name: BOBBY COX COMPANIES, INC. - BOBBY COX COMPANIES, INC. 401(K) SAVINGS PLAN (2017) Form 5500
Creator: BOBBY COX COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BOBBY COX COMPANIES, INC. 401(K) SAVINGS PLAN, BOBBY COX COMPANIES, INC.

BOBBY COX COMPANIES, INC.EIN 75-2022854Plan #001PY 2017

5000 OVERTON PLAZA, SUITE 300 - FORT WORTH, TX 76109817-377-6200bobbycox.comLinkedIn201-500 employeesfood & beverages

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$12.5M

+20.7% from 2016

Total participants

1,434

+22.0% from 2016

Average account balance

$57,752

+19.0% from 2016

Annual return

15.37%

+9.46 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

$23.28M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

293

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.

12.4%

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

$878

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

+10.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44

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 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3+ years Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$22,338
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$18,295
AMERICAS 401K, INC.3+ years Service code 13 8131 LBJ FREEWAY · DALLAS, TX 75251	Contract Administrator	$16,072
AMERICA'S 401K, INC.3+ years Service code 13	Contract Administrator	$10,448

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

$41K

$29 / participant

Investment mgmt$41K100.0%

% of EOY assets

0.325%

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: RSM US LLP
Auditor EIN: 420714324
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$57,752

$25,165+129.5%

$73,550-21.5%

$77,958-25.9%

Participation rate

13.9%

36.6%-22.8pp

54.9%-41.1pp

71.6%-57.8pp

Annual return

15.37%

18.12%-2.8pp

-15.16%+30.5pp

20.87%-5.5pp

Employer contribution / active EE

$260

$395-34.2%

$1,219-78.6%

$2,310-88.7%

Participant deferral / active EE

$479

$898-46.6%

$1,804-73.4%

$3,537-86.4%

Admin fee / account holder

$188

$76+148.1%

$2,320-91.9%

$97+93.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3+ years

Service code 64

COMPANY · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$22,338

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER RETIREMENT ADVISORY SERVICE

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$18,295

AMERICAS 401K, INC.3+ years

Service code 13

8131 LBJ FREEWAY · DALLAS, TX 75251

Contract Administrator

$16,072

AMERICA'S 401K, INC.3+ years

Service code 13

Contract Administrator

$10,448

BOBBY COX COMPANIES, INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BOBBY COX COMPANIES, INC. 401(K) 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