Retirement plan

TRIANGLE DISTRIBUTING CO., INC. PROFIT-SHARING/401(K) PLAN

Name: TRIANGLE DISTRIBUTING CO., INC. - TRIANGLE DISTRIBUTING CO., INC. PROFIT-SHARING/401(K) PLAN (2015) Form 5500
Creator: TRIANGLE DISTRIBUTING CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIANGLE DISTRIBUTING CO., INC. PROFIT-SHARING/401(K) PLAN, TRIANGLE DISTRIBUTING CO., INC.

TRIANGLE DISTRIBUTING CO., INC.EIN 39-0889548Plan #001PY 2015

107 W MAIN ST - LITTLE CHUTE, WI 54140920-336-1555triangledist.comLinkedIn201-500 employeeswholesale

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.6M

No prior year

Total participants

131

No prior year

Average account balance

$60,390

No prior year

Annual return

0.21%

No prior year

Benchmarks

See 8,334 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort8,334 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.77M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

93.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$324K

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

+13.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16200

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

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$17,939
SII INVESTMENTS INC1+ years Filed as: SII INVESTMENTS Service code 55 PO BOX 5097 · APPLETON, WI 54912	Other Commissions	$17,328
RETIREMENT STRATEGIES, INC.1+ years Filed as: RETIREMENT STRATEGIES, LLC Service code 12	Recordkeeping and information managem...	$7,120
RETIREMENT STRATEGIES, INC.1+ years Filed as: RETIREMENT STRATEGIES LLC Service code 12 · EIN 27-0017183	Recordkeeping and information managem...	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D

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.
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

$18K

$197 / participant

Contract admin$18K100.0%

% of EOY assets

0.270%

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: SCHENCK SC
Auditor EIN: 391173131
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,390

$65,704-8.1%

$94,229-35.9%

$59,633+1.3%

Participation rate

76.9%

72.1%+4.8pp

78.8%-1.8pp

68.7%+8.3pp

Annual return

0.21%

5.22%-5.0pp

10.68%-10.5pp

2041.45%-2041.2pp

Employer contribution / active EE

$1,155

$2,021-42.8%

$3,587-67.8%

$2,203-47.5%

Participant deferral / active EE

$1,446

$3,143-54.0%

$4,320-66.5%

$3,192-54.7%

Admin fee / account holder

$163

$4,265-96.2%

$6,269-97.4%

$4,297-96.2%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Service code 64

8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$17,939

SII INVESTMENTS INC1+ years

Filed as: SII INVESTMENTS

Service code 55

PO BOX 5097 · APPLETON, WI 54912

Other Commissions

$17,328

RETIREMENT STRATEGIES, INC.1+ years

Filed as: RETIREMENT STRATEGIES, LLC

Service code 12

Recordkeeping and information managem...

$7,120

RETIREMENT STRATEGIES, INC.1+ years

Filed as: RETIREMENT STRATEGIES LLC

Service code 12 · EIN 27-0017183

Recordkeeping and information managem...

TRIANGLE DISTRIBUTING CO., INC. PROFIT-SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIANGLE DISTRIBUTING CO., INC. PROFIT-SHARING/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