Retirement plan

TELLURIAN, INC. 401(K) PLAN

Name: TELLURIAN, INC. - TELLURIAN, INC. 401(K) PLAN (2021) Form 5500
Creator: TELLURIAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TELLURIAN, INC. 401(K) PLAN, TELLURIAN, INC.

TELLURIAN, INC.EIN 39-1482987Plan #001PY 2021

5900 MONONA DRIVE, SUITE 300 - MONONA, WI 53716608-222-7311tellurian.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$2.9M

+6.3% from 2020

Total participants

126

-2.3% from 2020

Average account balance

$31,464

+4.0% from 2020

Annual return

13.72%

+2.64 pp from 2020

Benchmarks

See 2,182 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort2,182 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.17M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

141

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.

111.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$273K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4111

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 5 by compensation

Provider	Service type	Compensation
NATIONAL ADMINISTRATION, INC.3+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952	Recordkeeping	$3,036
NATIONAL ADMINISTRATION, INC.1 year Filed as: NATIONAL ADMINISTRATION INC Service code 49	Other Services	$1,041
VOYA RETIREMENT INSURANCE & ANNUITY3+ years Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708	Recordkeeping Fees	$950
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908	Advisory (Plan)	$440
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236	Advisory (Plan)	$0

Plan features & details

Pension benefit codes3D2E2J2K2F2G2T

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

$3K

$32 / participant

Contract admin$3K100.0%

% of EOY assets

0.092%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WEGNER CPAS LLP
Auditor EIN: 390974031
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,464

$70,587-55.4%

$124,693-74.8%

$85,847-63.3%

Participation rate

57.3%

64.4%-7.1pp

74.6%-17.3pp

69.3%-12.0pp

Annual return

13.72%

20688.83%-20675.1pp

5144.19%-5130.5pp

318.61%-304.9pp

Employer contribution / active EE

$883

$1,913-53.8%

$3,324-73.4%

$2,565-65.6%

Participant deferral / active EE

$1,766

$2,969-40.5%

$4,615-61.7%

$3,952-55.3%

Admin fee / account holder

$29

$5,282-99.5%

$7,494-99.6%

$6,261-99.5%

Provider

Service type

Compensation

NATIONAL ADMINISTRATION, INC.3+ years

Service code 15 · EIN 39-1967492

878 W. AIRPORT RD. · MENASHA, WI 54952

Recordkeeping

$3,036

NATIONAL ADMINISTRATION, INC.1 year

Filed as: NATIONAL ADMINISTRATION INC

Service code 49

Other Services

$1,041

VOYA RETIREMENT INSURANCE & ANNUITY3+ years

Filed as: VOYA RETIREMENT INS AND ANNUITY CO

Service code 64 · EIN 71-0294708

Recordkeeping Fees

$950

MORNINGSTAR3+ years

Service code 27 · EIN 36-3297908

Advisory (Plan)

$440

LPL FINANCIAL1 year

Filed as: LPL FINANCIAL CORPORATION

Service code 27 · EIN 95-2834236

Advisory (Plan)

TELLURIAN, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TELLURIAN, INC. 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