Retirement plan

CABLE TELEVISION LABORATORIES, INC. PROFIT SHARING PLAN

Name: CABLE TELEVISION LABORATORIES, INC. - CABLE TELEVISION LABORATORIES, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: CABLE TELEVISION LABORATORIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CABLE TELEVISION LABORATORIES, INC. PROFIT SHARING PLAN, CABLE TELEVISION LABORATORIES, INC.

CABLE TELEVISION LABORATORIES, INC.EIN 04-3012897Plan #001PY 2015

858 COAL CREEK CIRCLE - LOUISVILLE, CO 800279750303-661-9100

Prospect flagsHigh feesHigh assets / participantFailed to transmit contributions

Top hat statement on fileNQDC

Filed June 5, 2014 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$68.7M

No prior year

Total participants

261

No prior year

Average account balance

$265,337

No prior year

Annual return

-0.84%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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Analytics

Total assets (EOY)

Plan-year ending balance

$121.21M

Not enough data

1 years with asset history on file

Average account balance

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

$411K

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.

295

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.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$41K

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

+18.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
INNOVEST PORTFOLIO SOLUTIONS LLC1+ years Filed as: INNOVEST PORTFOLIO SOLUTIONS Service code 26 4643 SOUTH ULSTER STREET · DENVER, CO 80237	Advisory (Participants)	$45,788
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 211 MAIN STREET · SAN FRANCISCO, CA 94105	Investment management; Shareholder se...	$30,208
DIGITAL RETIREMENT SOLUTIONS, INC.1+ years Service code 12 · EIN 84-1477138	Participant communication; Participan...	$28,330

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$106K

$570 / participant

Investment mgmt$46K43.2%
Contract admin$28K26.7%
Other / not subdivided$32K30.1%

% of EOY assets

0.154%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ANTON COLLINS MITCHELL LLP
Auditor EIN: 010724563
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$265,337

$70,002+279.0%

$115,037+130.7%

$52,331+407.0%

Participation rate

98.9%

72.1%+26.8pp

81.4%+17.6pp

68.1%+30.8pp

Annual return

-0.84%

4.04%-4.9pp

26.14%-27.0pp

4.54%-5.4pp

Employer contribution / active EE

$18,953

$2,715+598.1%

$4,608+311.3%

$1,882+907.2%

Participant deferral / active EE

$12,770

$4,920+159.6%

$6,026+111.9%

$3,022+322.6%

Admin fee / account holder

$409

$566-27.7%

$8,175-95.0%

$592-30.8%

Provider

Service type

Compensation

INNOVEST PORTFOLIO SOLUTIONS LLC1+ years

Filed as: INNOVEST PORTFOLIO SOLUTIONS

Service code 26

4643 SOUTH ULSTER STREET · DENVER, CO 80237

Advisory (Participants)

$45,788

CHARLES SCHWAB & CO., INC.1+ years

Filed as: CHARLES SCHWAB TRUST COMPANY

Service code 18

211 MAIN STREET · SAN FRANCISCO, CA 94105

Investment management; Shareholder se...

$30,208

DIGITAL RETIREMENT SOLUTIONS, INC.1+ years

Service code 12 · EIN 84-1477138

Participant communication; Participan...

$28,330

CABLE TELEVISION LABORATORIES, INC. PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CABLE TELEVISION LABORATORIES, INC. PROFIT SHARING PLAN

Top hat statement on fileNQDC

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