Retirement plan

TURNPIKE TROUBADOURS LLC 401(K) PROFIT SHARING PLAN & TRUST

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

TURNPIKE TROUBADOURS LLC 401(K) PROFIT SHARING PLAN & TRUSTEIN 27-4588222Plan #001PY 2016

PO BOX 470205 - TULSA, OK 74147918-492-0106

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$100K

No prior year

Total participants

No prior year

Average account balance

$20,074

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 6,152 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,152 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.41M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

112.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$230K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1216

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 codes2E2G2J

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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$317

$45 / participant

Other / not subdivided$317100.0%

% of EOY assets

0.316%

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

$20,074

$153,311-86.9%

$109,313-81.6%

$273,972-92.7%

Participation rate

71.4%

80.1%-8.7pp

71.3%+0.2pp

83.0%-11.6pp

Annual return

0.00%

29.86%-29.9pp

22.07%-22.1pp

41.46%-41.5pp

Employer contribution / active EE

$1,266

$5,619-77.5%

$3,892-67.5%

$4,869-74.0%

Participant deferral / active EE

$12,857

$3,932+227.0%

$3,166+306.0%

$5,287+143.2%

Admin fee / account holder

$63

$8,076-99.2%

$5,666-98.9%

$10,133-99.4%

TURNPIKE TROUBADOURS LLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TURNPIKE TROUBADOURS LLC 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