Retirement plan

TRG 401(K) PLAN

Name: TECHNOLOGY RESOURCE GROUP - TRG 401(K) PLAN (2017) Form 5500
Creator: TECHNOLOGY RESOURCE GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRG 401(K) PLAN, TECHNOLOGY RESOURCE GROUP

TECHNOLOGY RESOURCE GROUPEIN 38-3439760Plan #002PY 2017

3001 W BIG BEAVER, SUITE 720 - TROY, MI 48084248-546-6900LinkedIn1-10 employeeselectrical/electronic manufacturing

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.8M

+43.8% from 2016

Total participants

173

+18.5% from 2016

Average account balance

$21,796

+23.3% from 2016

Annual return

22.29%

+12.12 pp from 2016

Benchmarks

See 1,704 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,704 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.77M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

130

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.

66.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$513K

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

+15.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30

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

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 codes2E2F2G2J2T3D

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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$9 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.073%

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: CUSMANO & CO., P.C.
Auditor EIN: 382227768
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,796

$50,637-57.0%

$86,582-74.8%

$62,293-65.0%

Participation rate

40.7%

67.9%-27.2pp

73.5%-32.9pp

69.5%-28.8pp

Annual return

22.29%

20.80%+1.5pp

965.08%-942.8pp

28.90%-6.6pp

Employer contribution / active EE

$478

$2,075-77.0%

$2,839-83.2%

$2,042-76.6%

Participant deferral / active EE

$2,480

$2,611-5.0%

$3,609-31.3%

$3,169-21.7%

Admin fee / account holder

$16

$413-96.1%

$4,904-99.7%

$479-96.7%

TRG 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRG 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