Retirement plan

TC MECHANICAL EMPLOYEE PENSION PLAN

Name: T.C. MECHANICAL, INC. - TC MECHANICAL EMPLOYEE PENSION PLAN (2016) Form 5500
Creator: T.C. MECHANICAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TC MECHANICAL EMPLOYEE PENSION PLAN, T.C. MECHANICAL, INC.

T.C. MECHANICAL, INC.EIN 38-3300610Plan #001PY 2016

205 8TH STREET UNIT D - BATTLE CREEK, MI 49037269-965-1889

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$184K

+28.1% from 2015

Total participants

0.0% from 2015

Average account balance

$36,738

No prior year

Annual return

7.21%

+6.43 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$522K

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+7.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14949

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 codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$36,738

$99,345-63.0%

$84,753-56.7%

$273,972-86.6%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

7.21%

22.93%-15.7pp

22.78%-15.6pp

41.46%-34.2pp

Employer contribution / active EE

$6,000

$4,214+42.4%

$3,574+67.9%

$4,869+23.2%

Participant deferral / active EE

$4,270-100.0%

$3,712-100.0%

$5,287-100.0%

Admin fee / account holder

$6,645-100.0%

$5,333-100.0%

$10,133-100.0%

TC MECHANICAL EMPLOYEE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TC MECHANICAL EMPLOYEE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion