Retirement plan

TIFF'S TREATS GP, LLC TIFF'S TREATS GP, LLC 401(K) PLAN

Name: TIFF'S TREATS GP, LLC - TIFF'S TREATS GP, LLC TIFF'S TREATS GP, LLC 401(K) PLAN (2020) Form 5500
Creator: TIFF'S TREATS GP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIFF'S TREATS GP, LLC TIFF'S TREATS GP, LLC 401(K) PLAN, TIFF'S TREATS GP, LLC

TIFF'S TREATS GP, LLCEIN 20-0546599Plan #001PY 2020

8310 N CAPITAL OF TEXAS HWY, SUITE 110, BUILDING 1 - AUSTIN, TX 78731512-687-2821

Prospect flagsLow participationLow assets / participantLow employer contributionLow participant contributionCorrective distributions

How to read this page

Total assets (EOY)

$3.9M

+46.2% from 2019

Total participants

1,502

+40.6% from 2019

Average account balance

$5,590

+48.1% from 2019

Annual return

30.47%

+2.66 pp from 2019

Benchmarks

See 348 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants1,000-4,999

Cohort348 peers

Snapshot2020

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Analytics

Total assets (EOY)

Plan-year ending balance

$8.41M

Not enough data

1 years with asset history on file

Average account balance

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

$27K

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.

312

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.

15.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$867

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

+14.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$139

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
AUSTIN MONEY MANAGEMENT1 year Filed as: AUSTIN MONEY MANAGEMENT CORPORATION Service code 26 4209 MEDICAL PARKWAY · AUSTIN, TX 78756	Advisory (Participants)	$6,608
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$5,763
MASSACHUSETTS MUTUAL LIFE INS. CO.2 years Filed as: MML INVESTORS SERVICES, LLC Service code 26 POO BOX 8089 · BOSTON, MA 02266	Advisory (Participants)	$1,274
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-FLEXIBLE ADV FOUNDATION Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062	Advisory (Participants)	$1,242

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: HOLTZMAN PARTNERS
Auditor EIN: 743121060
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$5,590

$43,466-87.1%

$90,951-93.9%

$90,288-93.8%

Participation rate

27.2%

62.5%-35.3pp

69.0%-41.8pp

73.4%-46.2pp

Annual return

30.47%

25.26%+5.2pp

134.60%-104.1pp

53.97%-23.5pp

Employer contribution / active EE

$840-100.0%

$2,122-100.0%

$2,524-100.0%

Participant deferral / active EE

$557

$2,138-74.0%

$3,373-83.5%

$4,232-86.8%

Admin fee / account holder

$92-100.0%

$5,959-100.0%

$114-100.0%

Provider

Service type

Compensation

AUSTIN MONEY MANAGEMENT1 year

Filed as: AUSTIN MONEY MANAGEMENT CORPORATION

Service code 26

4209 MEDICAL PARKWAY · AUSTIN, TX 78756

Advisory (Participants)

$6,608

NATIONWIDE2 years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$5,763

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Filed as: MML INVESTORS SERVICES, LLC

Service code 26

POO BOX 8089 · BOSTON, MA 02266

Advisory (Participants)

$1,274

IRON-CO-FID-COMPREHENSIVE2 years

Filed as: IRON-CO-FID-FLEXIBLE ADV FOUNDATION

Service code 26

630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062

Advisory (Participants)

$1,242

TIFF'S TREATS GP, LLC TIFF'S TREATS GP, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIFF'S TREATS GP, LLC TIFF'S TREATS GP, LLC 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