Retirement plan

TYLER SALES CO., INC. TEAMSTER EMPLOYEES' 401(K) PLAN

Name: TYLER SALES COMPANY, INC. - TYLER SALES CO., INC. TEAMSTER EMPLOYEES' 401(K) PLAN (2017) Form 5500
Creator: TYLER SALES COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TYLER SALES CO., INC. TEAMSTER EMPLOYEES' 401(K) PLAN, TYLER SALES COMPANY, INC.

TYLER SALES COMPANY, INC.EIN 38-1901178Plan #001PY 2017

2100 PARK STREET - MUSKEGON HEIGHTS, MI 49444231-722-3557

Other plans on this EIN

1 filing

#002Retirement-$5.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+22.8% from 2016

Total participants

-7.1% from 2016

Average account balance

$94,460

+32.2% from 2016

Annual return

19.45%

+11.42 pp from 2016

Benchmarks

See 22,204 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,204 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

145.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+19.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11467

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J3H2T3D

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.
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

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

$17K

$1539 / participant

Other / not subdivided$17K100.0%

% of EOY assets

1.379%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$94,460

$144,119-34.5%

$117,854-19.9%

$147,584-36.0%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

19.45%

531.15%-511.7pp

335.08%-315.6pp

578.55%-559.1pp

Employer contribution / active EE

$2,208

$4,896-54.9%

$3,786-41.7%

$4,876-54.7%

Participant deferral / active EE

$2,382

$5,316-55.2%

$4,482-46.9%

$5,439-56.2%

Admin fee / account holder

$1,302

$10,886-88.0%

$8,020-83.8%

$10,885-88.0%

TYLER SALES CO., INC. TEAMSTER EMPLOYEES' 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TYLER SALES CO., INC. TEAMSTER EMPLOYEES' 401(K) 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