Retirement plan

TPSI, LLC 401(K) PROFIT SHARING PLAN

Name: TPSI, LLC - TPSI, LLC 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: TPSI, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TPSI, LLC 401(K) PROFIT SHARING PLAN, TPSI, LLC

TPSI, LLCEIN 03-0575768Plan #001PY 2015

8650 GOVERNORS HILL, SUITE 170 - CINCINNATI, OH 45249513-247-4420

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$157K

No prior year

Total participants

No prior year

Average account balance

$11,243

No prior year

Annual return

-14.40%

No prior year

Benchmarks

See 9,819 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,819 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.79M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

114.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$610K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+13.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7601

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 codes2E2G2J3D

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$690

$38 / participant

Other / not subdivided$690100.0%

% of EOY assets

0.438%

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

$11,243

$84,518-86.7%

$67,704-83.4%

$125,389-91.0%

Participation rate

88.9%

74.8%+14.1pp

67.5%+21.4pp

83.2%+5.7pp

Annual return

-14.40%

2.57%-17.0pp

25.41%-39.8pp

282.24%-296.6pp

Employer contribution / active EE

$2,313

$3,292-29.7%

$2,559-9.6%

$4,866-52.5%

Participant deferral / active EE

$5,057

$4,430+14.2%

$3,585+41.0%

$5,352-5.5%

Admin fee / account holder

$49

$5,340-99.1%

$4,255-98.8%

$9,541-99.5%

TPSI, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TPSI, LLC 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