Plan Ledger DOL Form 5500 · updated monthly

Pb Restaurants, LLC401(k)

EARL ENTERPRISES RETIREMENT SAVINGS PLAN · ORLANDO, FL · plan year 2023

Reported admin expense ratio · 2023
0.51%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Pb Restaurants, LLC reported $154,609 in plan administrative expenses for 2023: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $124 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.33% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 765th-largest of 3,644 plans among Florida employers on file, and the 194th of 2,240 in accommodation & food services. In 2023, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,210,820
Participants with balances939
Active participants8,647
Employer contributions$1,074,664
Employee contributions$2,101,565
Employer contribution per active participant$124
Average account balance$34,303
Benefits paid to participants$4,566,057
Plan auditUnmodified (clean) audit opinion
AuditorPURVIS GRAY & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$32.2M · 939 accts · $1.1M emplr
2022$28.8M · 556 accts · $973K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$58,500
Investment management$55,784
Audit (IQPA)$40,325
Total administrative$154,609
The Pb Restaurants, LLC 401(k) match · 2023
Employer contribution per active participant$124
Median for plans this size$2,440
2023$124 per active participant
2022$325 per active participant

Pb Restaurants, LLC's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
ADVUS FINANCIAL PARTNERS LLC · Investment advisory (plan)$50,199
CHERRY BEKAERT & HOLLAND, LLP$40,325
EMPOWER ADVISORY GROUP, LLC · Investment management$5,585

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$154,609 · 0.51%
2022$88,632 · 0.33%
Similar plansAccommodation & Food Services · Florida
Sh Group Operations, LLC FL$28.2M · 0.37%
Hotelbeds USA, Inc. FL$26.6M · 0.24%
Grand Performer Inc FL$22.0M · 0.97%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 593283783 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.