Retirement plan

TAMPICO BEVERAGES INC. PROFIT SHARING SAVINGS PLAN

Name: TAMPICO BEVERAGES INC. - TAMPICO BEVERAGES INC. PROFIT SHARING SAVINGS PLAN (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.3M

+20.2% from 2018

Total participants

111

-5.9% from 2018

Average account balance

$38,719

+34.2% from 2018

Annual return

19.09%

+26.24 pp from 2018

Benchmarks

See 14,957 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,957 peers

Snapshot2019

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
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290	Contract Administrator	$8,228
PLEXUS FINANCIAL SERVICES, LLC5+ years Filed as: PLEXUS FINANCIAL SERVICES LLC Service code 49 · EIN 27-1746834	Other Services	$7,349

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$10K

$116 / participant

Contract admin$10K100.0%

% of EOY assets

0.314%

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

$38,719

$72,492-46.6%

$87,104-55.5%

$72,975-46.9%

Participation rate

72.2%

72.8%-0.6pp

76.9%-4.7pp

69.5%+2.7pp

Annual return

19.09%

24.46%-5.4pp

28.19%-9.1pp

81.01%-61.9pp

Employer contribution / active EE

$2,492

$1,894+31.6%

$2,521-1.2%

$2,440+2.1%

Participant deferral / active EE

$3,270-100.0%

$4,048-100.0%

$3,608-100.0%

Admin fee / account holder

$122

$5,055-97.6%

$7,491-98.4%

$5,124-97.6%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY5+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$8,228

PLEXUS FINANCIAL SERVICES, LLC5+ years

Filed as: PLEXUS FINANCIAL SERVICES LLC

Service code 49 · EIN 27-1746834

Other Services

$7,349

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