Retirement plan

TRAINING AND TREATMENT INNOVATIONS 403B PLAN

Name: TRAINING AND TREATMENT INNOVATIONS - TRAINING AND TREATMENT INNOVATIONS 403B PLAN (2018) Form 5500
Creator: TRAINING AND TREATMENT INNOVATIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRAINING AND TREATMENT INNOVATIONS 403B PLAN, TRAINING AND TREATMENT INNOVATIONS

TRAINING AND TREATMENT INNOVATIONSEIN 38-2740431Plan #001PY 2018

1450 S. LAPEER ROAD - OXFORD, MI 48371248-969-9932trainingtti.orgLinkedIn201-500 employeesmental health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.7M

-2.8% from 2017

Total participants

337

+89.3% from 2017

Average account balance

$13,887

-35.4% from 2017

Annual return

-4.48%

-22.30 pp from 2017

Benchmarks

See 3,850 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,850 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.75M

Not enough data

1 years with asset history on file

Average account balance

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

$19K

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.

246

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.

86.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$587K

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

+8.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$53

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 1 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND4+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670	Contract Administrator	$11,372

Plan features & details

Pension benefit codes2L2M2T2F2G2S3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$11K

$43 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.296%

all-in expense ratio

Categories reported

0 / 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: YEO AND YEO , P.C.
Auditor EIN: 382706146
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,887

$37,196-62.7%

$154,111-91.0%

$55,725-75.1%

Participation rate

73.4%

64.1%+9.3pp

83.0%-9.7pp

70.9%+2.5pp

Annual return

-4.48%

1319.68%-1324.2pp

735.18%-739.7pp

244.93%-249.4pp

Employer contribution / active EE

$442

$1,614-72.6%

$5,298-91.7%

$2,078-78.7%

Participant deferral / active EE

$1,252

$2,068-39.5%

$5,081-75.4%

$3,356-62.7%

Admin fee / account holder

$41

$102-59.5%

$13,411-99.7%

$115-64.3%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND4+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 13 · EIN 22-1211670

Contract Administrator

$11,372

TRAINING AND TREATMENT INNOVATIONS 403B PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRAINING AND TREATMENT INNOVATIONS 403B 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