Retirement plan

TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN

Name: TFI, INC. D/B/A TF PUBLISHING - TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN (2015) Form 5500
Creator: TFI, INC. D/B/A TF PUBLISHING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN, TFI, INC. D/B/A TF PUBLISHING

TFI, INC. D/B/A TF PUBLISHINGEIN 35-2139865Plan #002PY 2015

6355 MORENCI TRAIL - INDIANAPOLIS, IN 46268317-290-1333

Other plans on this EIN

1 filing

#001Retirement-$973K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

No prior year

Total participants

No prior year

Average account balance

$123,083

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 5,785 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort5,785 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.17M

Not enough data

1 years with asset history on file

Average account balance

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

$202K

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

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

-25.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$660

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 codes2P3I

Plan features

2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$36K

$1518 / participant

Other / not subdivided$36K100.0%

% of EOY assets

1.233%

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

$123,083

$97,881+25.7%

$80,004+53.8%

$125,389-1.8%

Participation rate

100.0%

77.9%+22.1pp

73.0%+27.0pp

83.2%+16.8pp

Annual return

0.00%

9.36%-9.4pp

7.63%-7.6pp

282.24%-282.2pp

Employer contribution / active EE

$960

$3,128-69.3%

$2,473-61.2%

$4,866-80.3%

Participant deferral / active EE

$3,744-100.0%

$3,204-100.0%

$5,352-100.0%

Admin fee / account holder

$1,518

$6,278-75.8%

$5,033-69.9%

$9,541-84.1%

TF PUBLISHING EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TF PUBLISHING EMPLOYEE STOCK OWNERSHIP 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