Retirement plan

TRIAD ART GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: TRIAD ART GROUP, INC. - TRIAD ART GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2016) Form 5500
Creator: TRIAD ART GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIAD ART GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, TRIAD ART GROUP, INC.

TRIAD ART GROUP, INC.EIN 06-1394178Plan #001PY 2016

20856 RAND ROAD - KILDEER, IL 60010triadartgroup.comLinkedIn1-10 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$706K

No prior year

Total participants

No prior year

Average account balance

$706,178

No prior year

Annual return

6.60%

No prior year

Benchmarks

See 7,787 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,787 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$228K

Not enough data

1 years with asset history on file

Average account balance

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

$228K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

-15.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11950

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 codes2O

Plan features

2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$706,178

$96,558+631.4%

$80,977+772.1%

$273,972+157.8%

Participation rate

100.0%

79.1%+20.9pp

75.8%+24.2pp

83.0%+17.0pp

Annual return

6.60%

15.14%-8.5pp

17.11%-10.5pp

41.46%-34.9pp

Employer contribution / active EE

$4,869-100.0%

$3,715-100.0%

$4,869-100.0%

Participant deferral / active EE

$6,598-100.0%

$5,696-100.0%

$5,287-100.0%

Admin fee / account holder

$7,493-100.0%

$5,517-100.0%

$10,133-100.0%

TRIAD ART GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TRIAD ART GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion