Retirement plan

TAMPICO BEVERAGES INC. PROFIT SHARING SAVINGS PLAN

Name: TAMPICO BEVERAGES INC. - TAMPICO BEVERAGES INC. PROFIT SHARING SAVINGS PLAN (2016) Form 5500
Creator: TAMPICO BEVERAGES INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAMPICO BEVERAGES INC. PROFIT SHARING SAVINGS PLAN, TAMPICO BEVERAGES INC.

TAMPICO BEVERAGES INC.EIN 36-3676374Plan #001PY 2016

3106 N. CAMPBELL AVENUE - CHICAGO, IL 60618773-296-0190

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$2.5M

-5.8% from 2015

Total participants

121

-1.6% from 2015

Average account balance

$25,477

-8.7% from 2015

Annual return

6.33%

+7.26 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.85M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

118

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$313K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$217

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
PLEXUS FINANCIAL SERVICES, LLC2+ years Filed as: PLEXUS FINANCIAL SERVICES LLC Service code 49 · EIN 27-1746834	Other Services	$6,096
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290	Contract Administrator	$2,923

Plan features & details

Pension benefit codes2F2G2J2T3D3H

Plan features

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.
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$3K

$32 / participant

Contract admin$3K100.0%

% of EOY assets

0.124%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,477

$60,349-57.8%

$74,184-65.7%

$62,881-59.5%

Participation rate

76.5%

72.7%+3.8pp

76.6%-0.1pp

69.3%+7.2pp

Annual return

6.33%

21.38%-15.0pp

17.74%-11.4pp

20.14%-13.8pp

Employer contribution / active EE

$1,680-100.0%

$2,370-100.0%

$2,281-100.0%

Participant deferral / active EE

$2,708

$2,856-5.2%

$3,550-23.7%

$3,203-15.5%

Admin fee / account holder

$32

$4,261-99.3%

$5,586-99.4%

$4,296-99.3%

Provider

Service type

Compensation

PLEXUS FINANCIAL SERVICES, LLC2+ years

Filed as: PLEXUS FINANCIAL SERVICES LLC

Service code 49 · EIN 27-1746834

Other Services

$6,096

PRINCIPAL LIFE INSURANCE COMPANY2+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$2,923

TAMPICO BEVERAGES INC. PROFIT SHARING SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAMPICO BEVERAGES INC. PROFIT SHARING 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