Retirement plan

TITAN MARKETING, L.L.C TITAN MARKETING, L.L.C. 401(K) PROFIT SHARING PLAN

Name: TITAN MARKETING, L.L.C - TITAN MARKETING, L.L.C TITAN MARKETING, L.L.C. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: TITAN MARKETING, L.L.C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TITAN MARKETING, L.L.C TITAN MARKETING, L.L.C. 401(K) PROFIT SHARING PLAN, TITAN MARKETING, L.L.C

TITAN MARKETING, L.L.CEIN 14-1874610Plan #001PY 2017

836 EDGEMONT PARK - GROSSE POINTE FARMS, MI 48230313-410-1942LinkedIn1-10 employeesmining & metals

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$401K

+28.3% from 2016

Total participants

+100.0% from 2016

Average account balance

$100,215

-35.9% from 2016

Annual return

24.02%

+9.28 pp from 2016

Benchmarks

See 22,203 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,203 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

Not enough data

1 years with asset history on file

Average account balance

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

$571K

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

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+39.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$60

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$10K

$2555 / participant

Other / not subdivided$10K100.0%

% of EOY assets

2.550%

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

$100,215

$144,124-30.5%

$117,857-15.0%

$147,585-32.1%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

24.02%

531.17%-507.2pp

335.09%-311.1pp

578.57%-554.6pp

Employer contribution / active EE

$1,398

$4,897-71.4%

$3,786-63.1%

$4,876-71.3%

Participant deferral / active EE

$4,500

$5,316-15.4%

$4,482+0.4%

$5,439-17.3%

Admin fee / account holder

$2,555

$10,886-76.5%

$8,020-68.1%

$10,885-76.5%

TITAN MARKETING, L.L.C TITAN MARKETING, L.L.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TITAN MARKETING, L.L.C TITAN MARKETING, L.L.C. 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