Retirement plan

TTI 401(K) PROFIT SHARING PLAN

Name: TTI INC. - TTI 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: TTI INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TTI 401(K) PROFIT SHARING PLAN, TTI INC.

TTI INC.EIN 39-1601474Plan #001PY 2020

PO BOX 317 - EDEN, WI 530190317920-477-5132

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$9.1M

+8.4% from 2019

Total participants

155

-1.3% from 2019

Average account balance

$60,147

+8.4% from 2019

Annual return

8.54%

+8.98 pp from 2019

Benchmarks

See 1,062 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,062 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.60M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

122

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.

84.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$553K

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

+25.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$370

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

Top 4 by compensation

Provider	Service type	Compensation
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749	Advisory (Participants)	$25,895
CLIFTONLARSONALLEN LLP1 year Service code 15 · EIN 41-0746749	Recordkeeping	$9,780
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563	Recordkeeping	$7,399
MID ATLANTIC CAPITAL CORPORATION1 year Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253	Securities Custodian	$4,723

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$45K

$335 / participant

Investment mgmt$26K58.2%
Contract admin$19K41.8%

% of EOY assets

0.487%

all-in expense ratio

Categories reported

2 / 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: BOYUM & BARSNSCHEER PLLP
Auditor EIN: 416192096
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,147

$55,636+8.1%

$81,982-26.6%

$73,497-18.2%

Participation rate

97.7%

62.3%+35.4pp

69.3%+28.5pp

70.7%+27.1pp

Annual return

8.54%

19.07%-10.5pp

41.31%-32.8pp

28.51%-20.0pp

Employer contribution / active EE

$881

$1,625-45.8%

$2,498-64.7%

$2,270-61.2%

Participant deferral / active EE

$3,128

$2,762+13.2%

$3,722-16.0%

$3,740-16.4%

Admin fee / account holder

$293

$493-40.6%

$5,665-94.8%

$513-42.9%

Provider

Service type

Compensation

CLIFTONLARSONALLEN LLP1 year

Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS

Service code 26 · EIN 41-0746749

Advisory (Participants)

$25,895

CLIFTONLARSONALLEN LLP1 year

Service code 15 · EIN 41-0746749

Recordkeeping

$9,780

AMERICAN REALTY ADVISORS1 year

Filed as: AMERICAN TRUST COMPANY

Service code 15 · EIN 62-0951563

Recordkeeping

$7,399

MID ATLANTIC CAPITAL CORPORATION1 year

Filed as: MID ATLANTIC TRUST COMPANY

Service code 19 · EIN 27-3169253

Securities Custodian

$4,723

TTI 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TTI 401(K) PROFIT SHARING 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