Retirement plan

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

Name: DATA MARSHALL, INC. - TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN (2020) Form 5500
Creator: DATA MARSHALL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN, DATA MARSHALL, INC.

DATA MARSHALL, INC.EIN 27-1962161Plan #020PY 2020

725 COOL SPRINGS BLVD, STE 600 - FRANKLIN, TN 37067615-732-6049datamarshall.comLinkedIn1001-5000 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$256K

+87.9% from 2019

Total participants

0.0% from 2019

Average account balance

$36,518

+87.9% from 2019

Annual return

19.62%

-46.31 pp from 2019

Benchmarks

See 14,128 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,128 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$589K

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+10.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26677

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 codes2E2F2G2J2T3H

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3K

$441 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.035%

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

$36,518

$109,411-66.6%

$89,435-59.2%

$158,982-77.0%

Participation rate

100.0%

74.3%+25.7pp

68.0%+32.0pp

82.0%+18.0pp

Annual return

19.62%

345.68%-326.1pp

245.55%-225.9pp

302.99%-283.4pp

Employer contribution / active EE

$5,822

$3,173+83.5%

$2,587+125.0%

$4,763+22.2%

Participant deferral / active EE

$9,819

$4,600+113.5%

$3,890+152.4%

$5,983+64.1%

Admin fee / account holder

$378

$6,159-93.9%

$4,884-92.3%

$11,252-96.6%

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS 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