Retirement plan

TELADOC, INC. 401(K) PLAN

Name: TELADOC, INC. - TELADOC, INC. 401(K) PLAN (2018) Form 5500
Creator: TELADOC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TELADOC, INC. 401(K) PLAN, TELADOC, INC.

TELADOC, INC.EIN 04-3705970Plan #001PY 2018

2 MANHATTANVILLE ROAD, SUITE 203 - PURCHASE, NY 10577844-798-3810teladochealth.comLinkedIn5001-10000 employeeshospital & health care

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$34.3M

+143.6% from 2017

Total participants

1,144

+77.4% from 2017

Average account balance

$37,251

+10.7% from 2017

Annual return

100.31%

+65.06 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

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Analytics

Total assets (EOY)

Plan-year ending balance

$305.88M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

3,920

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.

81.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50.40M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+18.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$127

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 4 by compensation

Provider	Service type	Compensation
AMERIPRISE FINANCIAL SERVICES INC1 year Service code 55 · EIN 38-1961943	Other Commissions	$161,656
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567	Finders' fees / placement fees	$59,758
CREATIVE PENSION CONSULTANTS, INC.1 year Filed as: CREATIVE PENSION CONSULTANTS Service code 17 · EIN 14-1759450	Pension Consulting	$16,310
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 37 · EIN 04-2647786	Loan Processing	$7,244

Plan features & details

Pension benefit codes2A2E2F2G2J2K3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$24K

$25 / participant

Other / not subdivided$24K100.0%

% of EOY assets

0.069%

all-in expense ratio

Categories reported

0 / 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: SUMMIT CPA GROUP
Auditor EIN: 113730017
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,251

$37,196+0.1%

$154,107-75.8%

$55,725-33.2%

Participation rate

76.7%

64.1%+12.6pp

83.0%-6.4pp

70.9%+5.8pp

Annual return

100.31%

1319.68%-1219.4pp

735.12%-634.8pp

244.93%-144.6pp

Employer contribution / active EE

$2,790

$1,614+72.8%

$5,298-47.3%

$2,078+34.2%

Participant deferral / active EE

$5,995

$2,068+189.9%

$5,081+18.0%

$3,356+78.7%

Admin fee / account holder

$26

$102-74.9%

$13,411-99.8%

$115-77.8%

Provider

Service type

Compensation

AMERIPRISE FINANCIAL SERVICES INC1 year

Service code 55 · EIN 38-1961943

Other Commissions

$161,656

NATIONAL FINANCIAL SERVICES2 years

Filed as: NATIONAL FINANCIAL SERVICES LLC

Service code 61 · EIN 04-3523567

Finders' fees / placement fees

$59,758

CREATIVE PENSION CONSULTANTS, INC.1 year

Filed as: CREATIVE PENSION CONSULTANTS

Service code 17 · EIN 14-1759450

Pension Consulting

$16,310

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 37 · EIN 04-2647786

Loan Processing

$7,244

TELADOC, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TELADOC, INC. 401(K) 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