Retirement plan

TELAMON CORPORATION 401(K) PLAN

Name: TELAMON CORPORATION - TELAMON CORPORATION 401(K) PLAN (2016) Form 5500
Creator: TELAMON CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TELAMON CORPORATION 401(K) PLAN, TELAMON CORPORATION

TELAMON CORPORATIONEIN 35-1493826Plan #001PY 2016

1000 E 116TH ST - CARMEL, IN 460323416317-818-6637telamon.comLinkedIn1001-5000 employeestelecommunications

Other plans on this EIN

1 filing

#002Retirement-$15.3M assets

Prospect flagsLow participationLow employer contributionFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed December 11, 2008

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)

$17.5M

No prior year

Total participants

688

No prior year

Average account balance

$37,275

No prior year

Annual return

14.00%

No prior year

Benchmarks

See 2,356 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,356 peers

Snapshot2016

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$53.89M

Not enough data

1 years with asset history on file

Average account balance

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

$100K

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.

540

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.

77.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.70M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$202

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 4 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$5,388
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857	Advisory (Participants)	$0
NELSON MULLINS RILEY & SCARBOROUGH1+ years Filed as: NELSON, BRIAN S. Service code 49 8910 PURDUE RD STE 705 · INDIANAPOLIS, IN 462683161	Other Services	$0
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
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.
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

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$5K

$9 / participant

Contract admin$5K100.0%

% of EOY assets

0.031%

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: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,275

$63,905-41.7%

$74,183-49.8%

$57,658-35.4%

Participation rate

65.5%

79.8%-14.2pp

76.6%-11.1pp

70.2%-4.7pp

Annual return

14.00%

60.60%-46.6pp

17.74%-3.7pp

5.13%+8.9pp

Employer contribution / active EE

$35

$1,840-98.1%

$2,370-98.5%

$1,974-98.2%

Participant deferral / active EE

$2,574

$3,448-25.4%

$3,550-27.5%

$3,061-15.9%

Admin fee / account holder

$11

$91-87.4%

$5,586-99.8%

$95-87.9%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$5,388

MORNINGSTAR1+ years

Filed as: MORNINGSTAR INVESTMENT MGMT LLC

Service code 26 · EIN 36-2923857

Advisory (Participants)

NELSON MULLINS RILEY & SCARBOROUGH1+ years

Filed as: NELSON, BRIAN S.

Service code 49

8910 PURDUE RD STE 705 · INDIANAPOLIS, IN 462683161

Other Services

WILSHIRE ASSOCIATES INCORPORATED1+ years

Service code 27 · EIN 95-2755361

Advisory (Plan)

TELAMON CORPORATION 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TELAMON CORPORATION 401(K) PLAN

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