Retirement plan

TURBINE RESOURCES UNLIMITED, INC. 401 (K) PROFIT SHARING PLAN

Name: TURBINE RESOURCES UNLIMITED, INC. - TURBINE RESOURCES UNLIMITED, INC. 401 (K) PROFIT SHARING PLAN (2016) Form 5500
Creator: TURBINE RESOURCES UNLIMITED, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TURBINE RESOURCES UNLIMITED, INC. 401 (K) PROFIT SHARING PLAN, TURBINE RESOURCES UNLIMITED, INC.

TURBINE RESOURCES UNLIMITED, INC.EIN 16-1547703Plan #001PY 2016

PO BOX 430 - WEST WINFIELD, NY 13491315-822-6893

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$730K

+18.9% from 2015

Total participants

+15.4% from 2015

Average account balance

$48,661

+3.1% from 2015

Annual return

6.38%

+1.08 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.29M

Not enough data

1 years with asset history on file

Average account balance

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

$176K

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

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2063

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 codes2E2G2J2R

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$83 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.137%

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

$48,661

$90,486-46.2%

$78,676-38.1%

$273,972-82.2%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

6.38%

75.62%-69.2pp

62.19%-55.8pp

41.46%-35.1pp

Employer contribution / active EE

$1,511

$3,175-52.4%

$2,850-47.0%

$4,869-69.0%

Participant deferral / active EE

$4,905

$3,901+25.7%

$3,517+39.5%

$5,287-7.2%

Admin fee / account holder

$67

$5,263-98.7%

$4,510-98.5%

$10,133-99.3%

TURBINE RESOURCES UNLIMITED, INC. 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TURBINE RESOURCES UNLIMITED, INC. 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