Retirement plan

TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM

Name: TAYLOR MADE GOLF COMPANY, INC. - TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM (2017) Form 5500
Creator: TAYLOR MADE GOLF COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM, TAYLOR MADE GOLF COMPANY, INC.

TAYLOR MADE GOLF COMPANY, INC.EIN 33-0831814Plan #440PY 2017

5545 FERMI CT. - CARLSBAD, CA 92008760-918-6000buy-taylormadegolfclubs.comLinkedIn1001-5000 employees

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed January 5, 2009 (most recent of 3 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$119.3M

+4.0% from 2016

Total participants

942

-12.9% from 2016

Average account balance

$144,639

+20.2% from 2016

Annual return

17.95%

+10.80 pp from 2016

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$236.79M

Not enough data

1 years with asset history on file

Average account balance

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

$191K

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.

1,242

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.

94.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.46M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+16.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$179

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

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT Service code 28 · EIN 33-0905143	Investment Management	$31,800
PAIK, DAVID J3+ years Service code 29 · EIN 46-2465521	Legal	$23,810
GLOBAL RETIREMENT PARTNERS LLC1 year Service code 28 · EIN 47-1411118	Investment Management	$12,000
VASQUEZ & COMPANY LLP1 year Filed as: VASQUEZ AND COMPANY LLP Service code 10 · EIN 33-0700332	Accounting	$9,735
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833	Recordkeeping	$8,159
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782	Direct payment from the plan; Securit...	$4,617
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59	Shareholder Servicing	$0
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009	Directed Trustee	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R3D3F3H2T

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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

$86K

$148 / participant

Investment mgmt$44K51.3%
Other / not subdivided$42K48.7%

% of EOY assets

0.072%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: VASQUEZ AND COMPANY LLP
Auditor EIN: 330700332
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$144,639

$69,305+108.7%

$82,313+75.7%

$69,631+107.7%

Participation rate

79.8%

80.3%-0.5pp

76.9%+2.9pp

70.7%+9.1pp

Annual return

17.95%

21.47%-3.5pp

25.88%-7.9pp

27571.02%-27553.1pp

Employer contribution / active EE

$5,022

$1,887+166.2%

$2,428+106.8%

$2,032+147.1%

Participant deferral / active EE

$9,047

$3,568+153.5%

$3,706+144.1%

$3,224+180.6%

Admin fee / account holder

$104

$97+6.8%

$5,608-98.1%

$110-6.0%

Provider

Service type

Compensation

NFP RETIREMENT INC3+ years

Filed as: NFP RETIREMENT

Service code 28 · EIN 33-0905143

Investment Management

$31,800

PAIK, DAVID J3+ years

Service code 29 · EIN 46-2465521

Legal

$23,810

GLOBAL RETIREMENT PARTNERS LLC1 year

Service code 28 · EIN 47-1411118

Investment Management

$12,000

VASQUEZ & COMPANY LLP1 year

Filed as: VASQUEZ AND COMPANY LLP

Service code 10 · EIN 33-0700332

Accounting

$9,735

CHARLES SCHWAB & CO., INC.2+ years

Filed as: SCHWAB RETIREMENT PLAN SERVICES INC

Service code 15 · EIN 34-1479833

Recordkeeping

$8,159

CHARLES SCHWAB & CO., INC.3+ years

Service code 33 · EIN 94-1737782

Direct payment from the plan; Securit...

$4,617

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB & CO. AND AFFILIATES

Service code 59

Shareholder Servicing

CHARLES SCHWAB & CO., INC.3+ years

Filed as: CHARLES SCHWAB BANK

Service code 25 · EIN 42-1558009

Directed Trustee

TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAYLOR MADE EMPLOYEES SAVINGS RETIREMENT PROGRAM

Top hat statement on fileNQDC

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