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 (2016) 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 2016

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)

$6.8M

+2.1% from 2015

Total participants

122

-6.9% from 2015

Average account balance

$59,505

-1.5% from 2015

Annual return

6.59%

+6.38 pp from 2015

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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 INSURANCE2+ years Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$16,815
SII INVESTMENTS INC2+ years Filed as: SII INVESTMENTS Service code 55 PO BOX 5097 · APPLETON, WI 54912	Other Commissions	$15,930
RETIREMENT STRATEGIES, INC.2+ years Filed as: RETIREMENT STRATEGIES, LLC Service code 12	Consulting (general); Participant loa...	$6,501
RETIREMENT STRATEGIES, INC.2+ years Filed as: RETIREMENT STRATEGIES LLC Service code 12 · EIN 27-0017183	Recordkeeping and information managem...	$225

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$17K

$203 / participant

Contract admin$16K97.2%
Other / not subdivided$4752.8%

% of EOY assets

0.248%

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

$59,505

$69,977-15.0%

$108,582-45.2%

$62,881-5.4%

Participation rate

90.4%

72.9%+17.5pp

79.6%+10.8pp

69.3%+21.1pp

Annual return

6.59%

10.73%-4.1pp

-51.70%+58.3pp

20.14%-13.5pp

Employer contribution / active EE

$1,506

$2,135-29.5%

$3,758-59.9%

$2,281-34.0%

Participant deferral / active EE

$1,578

$3,165-50.1%

$4,311-63.4%

$3,203-50.7%

Admin fee / account holder

$148

$5,076-97.1%

$7,645-98.1%

$4,296-96.6%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2+ years

Service code 64

8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$16,815

SII INVESTMENTS INC2+ years

Filed as: SII INVESTMENTS

Service code 55

PO BOX 5097 · APPLETON, WI 54912

Other Commissions

$15,930

RETIREMENT STRATEGIES, INC.2+ years

Filed as: RETIREMENT STRATEGIES, LLC

Service code 12

Consulting (general); Participant loa...

$6,501

RETIREMENT STRATEGIES, INC.2+ years

Filed as: RETIREMENT STRATEGIES LLC

Service code 12 · EIN 27-0017183

Recordkeeping and information managem...

$225

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