Retirement plan

TOTAL QUALITY ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: TOTAL QUALITY ASSOCIATES, INC. - TOTAL QUALITY ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: TOTAL QUALITY ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOTAL QUALITY ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUST, TOTAL QUALITY ASSOCIATES, INC.

TOTAL QUALITY ASSOCIATES, INC.EIN 26-4494971Plan #001PY 2015

20 CORPORATE WOODS BLVD - ALBANY, NY 12211518-506-5035totalqualityassociates.orgLinkedIn1-10 employeesinformation technology and services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$590K

No prior year

Total participants

No prior year

Average account balance

$98,409

No prior year

Annual return

-0.17%

No prior year

Benchmarks

See 103,913 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,913 peers

Snapshot2015

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$2.48M

Not enough data

1 years with asset history on file

Average account balance

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

$310K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+19.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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 codes2E2G2J2T3D

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.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$160

$27 / participant

Other / not subdivided$160100.0%

% of EOY assets

0.027%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$98,409

$127,386-22.7%

$115,037-14.5%

$125,391-21.5%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

-0.17%

31.28%-31.4pp

26.14%-26.3pp

282.22%-282.4pp

Employer contribution / active EE

$3,234

$5,166-37.4%

$4,608-29.8%

$4,866-33.5%

Participant deferral / active EE

$7,257

$6,423+13.0%

$6,026+20.4%

$5,352+35.6%

Admin fee / account holder

$27

$9,516-99.7%

$8,175-99.7%

$9,540-99.7%

TOTAL QUALITY ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOTAL QUALITY ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND 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