Retirement plan

BERTOLUCCI'S 401(K) SAVINGS PLAN

Name: BERTOLUCCIS BODY & FENDER SHOP INC - BERTOLUCCI'S 401(K) SAVINGS PLAN (2016) Form 5500
Creator: BERTOLUCCIS BODY & FENDER SHOP INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERTOLUCCI'S 401(K) SAVINGS PLAN, BERTOLUCCIS BODY & FENDER SHOP INC

BERTOLUCCIS BODY & FENDER SHOP INCEIN 94-1494095Plan #002PY 2016

1717 STOCKTON BLVD. - SACRAMENTO, CA 95816916-454-4433

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.9M

+12.6% from 2015

Total participants

+2.9% from 2015

Average account balance

$101,945

+12.6% from 2015

Annual return

6.61%

+7.64 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.91M

Not enough data

1 years with asset history on file

Average account balance

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

$171K

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.

89.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3498

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 codes2E2F2G2J3D

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.
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

$11K

$380 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.386%

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

$101,945

$48,078+112.0%

$78,676+29.6%

$62,881+62.1%

Participation rate

75.9%

65.2%+10.7pp

73.6%+2.3pp

69.3%+6.6pp

Annual return

6.61%

31.36%-24.7pp

62.19%-55.6pp

20.14%-13.5pp

Employer contribution / active EE

$2,015-100.0%

$2,850-100.0%

$2,281-100.0%

Participant deferral / active EE

$5,507

$2,587+112.9%

$3,517+56.6%

$3,203+71.9%

Admin fee / account holder

$393

$3,206-87.7%

$4,510-91.3%

$4,296-90.8%

BERTOLUCCI'S 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BERTOLUCCI'S 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