Retirement plan

TELLIGEN, INC. 401(K) RETIREMENT PLAN

Name: TELLIGEN, INC. - TELLIGEN, INC. 401(K) RETIREMENT PLAN (2015) Form 5500
Creator: TELLIGEN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TELLIGEN, INC. 401(K) RETIREMENT PLAN, TELLIGEN, INC.

TELLIGEN, INC.EIN 42-0992483Plan #002PY 2015

1776 WEST LAKES PKWY - WEST DES MOINES, IA 502668239515-223-2900telligen.comLinkedIn501-1000 employeeshealth, wellness and fitness

Other plans on this EIN

1 filing

#003Retirement-$44.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$61.6M

No prior year

Total participants

812

No prior year

Average account balance

$84,421

No prior year

Annual return

0.52%

No prior year

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$97.85M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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.

724

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.

61.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.98M

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

+19.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$220

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
UBS FINANCIAL SERVICES INC1+ years Service code 27 1000 HARBOR BLVD · WEEHAWKWN, NJ 070866790	Advisory (Plan)	$43,226
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 711 HIGH ST · DES MOINES, IA 50392	Contract Administrator	$11,310
TELLIGEN INC1+ years Service code 13 1776 WEST LAKES PKWY · WEST DES MOINES, IA 502668239	Contract Administrator	$7,714
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 1299 OCEAN AVE · SANTA MONICA, CA 90401	Advisory (Plan)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$11K

$20 / participant

Contract admin$11K100.0%

% of EOY assets

0.018%

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: DENMAN & COMPANY
Auditor EIN: 420794029
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$84,421

$88,324-4.4%

$115,038-26.6%

$55,191+53.0%

Participation rate

85.8%

72.5%+13.2pp

81.4%+4.4pp

69.2%+16.6pp

Annual return

0.52%

6.30%-5.8pp

26.14%-25.6pp

10.78%-10.3pp

Employer contribution / active EE

$2,229

$2,805-20.5%

$4,608-51.6%

$1,899+17.4%

Participant deferral / active EE

$5,212

$5,042+3.4%

$6,026-13.5%

$3,046+71.1%

Admin fee / account holder

$15

$105-85.3%

$8,175-99.8%

$91-82.9%

Provider

Service type

Compensation

UBS FINANCIAL SERVICES INC1+ years

Service code 27

1000 HARBOR BLVD · WEEHAWKWN, NJ 070866790

Advisory (Plan)

$43,226

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13

711 HIGH ST · DES MOINES, IA 50392

Contract Administrator

$11,310

TELLIGEN INC1+ years

Service code 13

1776 WEST LAKES PKWY · WEST DES MOINES, IA 502668239

Contract Administrator

$7,714

WILSHIRE ASSOCIATES INCORPORATED1+ years

Service code 27

1299 OCEAN AVE · SANTA MONICA, CA 90401

Advisory (Plan)

TELLIGEN, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TELLIGEN, INC. 401(K) RETIREMENT 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