Retirement plan

TELEPHONE COMPONENTS, INC. 401 (K) PROFIT SHARING PLAN

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

TELEPHONE COMPONENTS, INC.EIN 16-1670936Plan #002PY 2017

P.O. BOX 770 - BERRYVILLE, VA 22611540-542-6708

Other plans on this EIN

1 filing

#001Retirement-$1.9M assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$702K

+20.5% from 2016

Total participants

0.0% from 2016

Average account balance

$175,378

+20.5% from 2016

Annual return

5.72%

-8.35 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$72K

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$296747

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$24K

$6088 / participant

Other / not subdivided$24K100.0%

% of EOY assets

3.471%

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

$175,378

$150,447+16.6%

$136,298+28.7%

$147,586+18.8%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

5.72%

1049.15%-1043.4pp

5156.27%-5150.5pp

578.59%-572.9pp

Employer contribution / active EE

$9,625

$5,256+83.1%

$4,696+105.0%

$4,876+97.4%

Participant deferral / active EE

$18,000

$6,631+171.5%

$6,247+188.1%

$5,439+231.0%

Admin fee / account holder

$6,088

$10,906-44.2%

$9,244-34.1%

$10,886-44.1%

TELEPHONE COMPONENTS, INC. 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TELEPHONE COMPONENTS, 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