Retirement plan

TPSI, LLC 401(K) PROFIT SHARING PLAN

Name: TPSI, LLC - TPSI, LLC 401(K) PROFIT SHARING PLAN (2016) 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 2016

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$387K

+145.6% from 2015

Total participants

+56.3% from 2015

Average account balance

$25,773

+129.3% from 2015

Annual return

62.72%

+77.13 pp from 2015

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$4K

$173 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.030%

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

$25,773

$93,064-72.3%

$74,577-65.4%

$273,972-90.6%

Participation rate

56.5%

74.9%-18.4pp

68.1%-11.6pp

83.0%-26.5pp

Annual return

62.72%

26.18%+36.5pp

20.47%+42.3pp

41.46%+21.3pp

Employer contribution / active EE

$1,735

$3,160-45.1%

$2,525-31.3%

$4,869-64.4%

Participant deferral / active EE

$3,938

$4,160-5.4%

$3,458+13.9%

$5,287-25.5%

Admin fee / account holder

$266

$5,273-95.0%

$4,138-93.6%

$10,133-97.4%

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