Retirement plan

TEMPLE ROCK PRODUCTIONS 401K PROFIT SHARING PLAN

Name: TEMPLE ROCK PRODUCTIONS - TEMPLE ROCK PRODUCTIONS 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: TEMPLE ROCK PRODUCTIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEMPLE ROCK PRODUCTIONS 401K PROFIT SHARING PLAN, TEMPLE ROCK PRODUCTIONS

TEMPLE ROCK PRODUCTIONSEIN 26-3086549Plan #001PY 2018

55 OGDEN AVENUE - CLARENDON HILLS, IL 60514630-920-1000templerock.comLinkedIn11-50 employeesevents services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$381K

+97.3% from 2017

Total participants

+40.0% from 2017

Average account balance

$27,190

+40.9% from 2017

Annual return

-13.25%

-13.25 pp from 2017

Benchmarks

See 6,864 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,864 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.49M

Not enough data

1 years with asset history on file

Average account balance

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

$277K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+17.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1800

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 codes2E2F2G2J2T3D

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.
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

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

$6K

$480 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.514%

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

$27,190

$158,827-82.9%

$121,208-77.6%

$135,382-79.9%

Participation rate

100.0%

79.3%+20.7pp

71.8%+28.2pp

82.6%+17.4pp

Annual return

-13.25%

-0.64%-12.6pp

16.93%-30.2pp

519.77%-533.0pp

Employer contribution / active EE

$10,582

$5,666+86.8%

$4,023+163.1%

$4,779+121.4%

Participant deferral / active EE

$7,454

$4,006+86.1%

$3,345+122.8%

$5,609+32.9%

Admin fee / account holder

$412

$6,514-93.7%

$5,020-91.8%

$10,829-96.2%

TEMPLE ROCK PRODUCTIONS 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEMPLE ROCK PRODUCTIONS 401K 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