Retirement plan

NORTH AMERICAN CINEMAS, INC. 401(K) PROFIT SHARING PLAN

Name: NORTH AMERICAN CINEMAS, INC. - NORTH AMERICAN CINEMAS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: NORTH AMERICAN CINEMAS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH AMERICAN CINEMAS, INC. 401(K) PROFIT SHARING PLAN, NORTH AMERICAN CINEMAS, INC.

NORTH AMERICAN CINEMAS, INC.EIN 94-2184124Plan #001PY 2017

917 COLLEGE AVENUE - SANTA ROSA, CA 95404707-523-1586yelp.com/biz/north-american-cinemas-inc-santa-rosaLinkedIn1-10 employeesmotion pictures and film

Prospect flagsLow returnsHigh feesLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$3.4M

+17.3% from 2016

Total participants

-8.7% from 2016

Average account balance

$42,623

+5.5% from 2016

Annual return

13.14%

+18.61 pp from 2016

Benchmarks

See 2,903 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.53M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

58.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$239K

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

+11.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3004

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 codes2E2J2G2F3D

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

4 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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$98K

$1531 / participant

Other / not subdivided$98K100.0%

% of EOY assets

2.911%

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

$42,623

$64,359-33.8%

$90,161-52.7%

$70,124-39.2%

Participation rate

92.2%

70.4%+21.8pp

76.9%+15.3pp

69.5%+22.6pp

Annual return

13.14%

28.13%-15.0pp

34.89%-21.7pp

73.14%-60.0pp

Employer contribution / active EE

$2,638

$2,046+29.0%

$3,318-20.5%

$2,342+12.6%

Participant deferral / active EE

$767

$4,389-82.5%

$5,287-85.5%

$3,332-77.0%

Admin fee / account holder

$1,241

$3,945-68.6%

$5,943-79.1%

$4,645-73.3%

NORTH AMERICAN CINEMAS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH AMERICAN CINEMAS, INC. 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