Retirement plan

EUROPEAN CATERERS 401(K) PROFIT SHARING PLAN

Name: EUROPEAN CATERERS - EUROPEAN CATERERS 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: EUROPEAN CATERERS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EUROPEAN CATERERS 401(K) PROFIT SHARING PLAN, EUROPEAN CATERERS

EUROPEAN CATERERSEIN 84-1032702Plan #001PY 2016

38750 HWY 82 - ASPEN, CO 81611970-920-4262LinkedIn1-10 employeesrestaurants

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$670K

+19.8% from 2015

Total participants

+50.0% from 2015

Average account balance

$223,438

-20.1% from 2015

Annual return

4.43%

+6.92 pp from 2015

Benchmarks

See 6,181 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,181 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.99M

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$39K

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

+13.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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 fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$1611 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.721%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$223,438

$103,949+115.0%

$69,182+223.0%

$273,972-18.4%

Participation rate

100.0%

67.4%+32.6pp

55.1%+44.9pp

83.0%+17.0pp

Annual return

4.43%

35.28%-30.9pp

-21.93%+26.4pp

41.46%-37.0pp

Employer contribution / active EE

$20,089

$1,783+1026.7%

$1,206+1565.4%

$4,869+312.6%

Participant deferral / active EE

$8,644

$2,716+218.2%

$1,897+355.7%

$5,287+63.5%

Admin fee / account holder

$1,611

$3,671-56.1%

$2,697-40.2%

$10,133-84.1%

EUROPEAN CATERERS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EUROPEAN CATERERS 401(K) PROFIT SHARING 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