Retirement plan

TRADITIONS OF AMERICA LP 401(K) PROFIT SHARING PLAN & TRUST

Name: TRADITIONS OF AMERICA LP - TRADITIONS OF AMERICA LP 401(K) PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: TRADITIONS OF AMERICA LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRADITIONS OF AMERICA LP 401(K) PROFIT SHARING PLAN & TRUST, TRADITIONS OF AMERICA LP

TRADITIONS OF AMERICA LPEIN 23-2921193Plan #001PY 2016

201 KING OF PRUSSIA RD STE 370 - WAYNE, PA 190875160215-732-9600traditionsofamerica.comLinkedIn51-200 employeesreal estate

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$3.2M

No prior year

Total participants

154

No prior year

Average account balance

$21,111

No prior year

Annual return

11.71%

No prior year

Benchmarks

See 7,816 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,816 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$10.48M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

163

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.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$929K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+23.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$466

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J2K2S2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$13K

$148 / participant

Investment mgmt$11K84.7%
Contract admin$3002.3%
Other / not subdivided$2K13.0%

% of EOY assets

0.407%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

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

Auditor firm: TORRILLO & ASSOCIATES, LLC
Auditor EIN: 830141789
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,111

$48,076-56.1%

$78,689-73.2%

$62,891-66.4%

Participation rate

95.4%

65.2%+30.2pp

73.6%+21.8pp

69.3%+26.1pp

Annual return

11.71%

31.35%-19.6pp

62.18%-50.5pp

20.14%-8.4pp

Employer contribution / active EE

$2,469

$2,015+22.5%

$2,851-13.4%

$2,281+8.2%

Participant deferral / active EE

$4,857

$2,588+87.7%

$3,517+38.1%

$3,203+51.6%

Admin fee / account holder

$86

$3,207-97.3%

$4,510-98.1%

$4,296-98.0%

TRADITIONS OF AMERICA LP 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRADITIONS OF AMERICA LP 401(K) PROFIT SHARING PLAN & TRUST

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