Retirement plan

LONGHORN PRODUCTION CENTER, INC. PROFIT SHARING PLAN

Name: LONGHORN PRODUCTION CENTER, INC. - LONGHORN PRODUCTION CENTER, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: LONGHORN PRODUCTION CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LONGHORN PRODUCTION CENTER, INC. PROFIT SHARING PLAN, LONGHORN PRODUCTION CENTER, INC.

LONGHORN PRODUCTION CENTER, INC.EIN 91-2086506Plan #001PY 2015

10420 E MONTGOMERY DR - SPOKANE VALLEY, WA 992064279509-922-0702LinkedIn11-50 employeesrestaurants

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$2.3M

No prior year

Total participants

No prior year

Average account balance

$116,876

No prior year

Annual return

-2.67%

No prior year

Benchmarks

See 4,877 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort4,877 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47M

Not enough data

1 years with asset history on file

Average account balance

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

$164K

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.

64.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1438

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 codes2E3D2G2T

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.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$427K

$21375 / participant

Other / not subdivided$427K100.0%

% of EOY assets

18.288%

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

$116,876

$90,320+29.4%

$59,496+96.4%

$125,389-6.8%

Participation rate

100.0%

68.3%+31.7pp

54.6%+45.4pp

83.2%+16.8pp

Annual return

-2.67%

369.13%-371.8pp

182.05%-184.7pp

282.24%-284.9pp

Employer contribution / active EE

$3,418

$1,792+90.8%

$1,153+196.5%

$4,866-29.8%

Participant deferral / active EE

$2,716-100.0%

$1,829-100.0%

$5,352-100.0%

Admin fee / account holder

$21,375

$3,063+597.9%

$2,232+857.5%

$9,541+124.0%

LONGHORN PRODUCTION CENTER, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LONGHORN PRODUCTION CENTER, INC. 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