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 (2017) 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 2017

1201 ASHWAUBENON STREET - GREEN BAY, WI 54304920-336-1555triangledist.comLinkedIn201-500 employeeswholesale

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.9M

+16.3% from 2016

Total participants

123

+0.8% from 2016

Average account balance

$71,050

+19.4% from 2016

Annual return

18.70%

+12.11 pp from 2016

Benchmarks

See 9,328 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,328 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.99M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

94.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$315K

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

+15.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31157

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 INSURANCE3+ years Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$17,131
RETIREMENT STRATEGIES, INC.3+ years Filed as: RETIREMENT STRATEGIES, LLC Service code 12	Recordkeeping and information managem...	$4,570
RETIREMENT STRATEGIES, INC.3+ years Filed as: RETIREMENT STRATEGIES LLC Service code 12 · EIN 27-0017183	Recordkeeping and information managem...	$560
ASSOCIATED TRUST COMPANY, N.A.1 year Service code 15 · EIN 30-0219031	Recordkeeping	$50

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

$18K

$215 / participant

Contract admin$17K95.1%
Other / not subdivided$8604.9%

% of EOY assets

0.223%

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

$71,050

$78,705-9.7%

$117,857-39.7%

$70,131+1.3%

Participation rate

85.4%

73.2%+12.2pp

79.7%+5.7pp

69.5%+15.8pp

Annual return

18.70%

23.30%-4.6pp

335.09%-316.4pp

73.14%-54.4pp

Employer contribution / active EE

$610

$2,223-72.6%

$3,786-83.9%

$2,342-74.0%

Participant deferral / active EE

$1,571

$3,297-52.3%

$4,482-64.9%

$3,332-52.8%

Admin fee / account holder

$158

$5,065-96.9%

$8,020-98.0%

$4,645-96.6%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3+ years

Service code 64

8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$17,131

RETIREMENT STRATEGIES, INC.3+ years

Filed as: RETIREMENT STRATEGIES, LLC

Service code 12

Recordkeeping and information managem...

$4,570

RETIREMENT STRATEGIES, INC.3+ years

Filed as: RETIREMENT STRATEGIES LLC

Service code 12 · EIN 27-0017183

Recordkeeping and information managem...

$560

ASSOCIATED TRUST COMPANY, N.A.1 year

Service code 15 · EIN 30-0219031

Recordkeeping

$50

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