Retirement plan

TRADENET PUBLISHING INC.EMPLOYEES 401K PLAN

Name: TRADENET PUBLISHING INC - TRADENET PUBLISHING INC.EMPLOYEES 401K PLAN (2016) Form 5500
Creator: TRADENET PUBLISHING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRADENET PUBLISHING INC.EMPLOYEES 401K PLAN, TRADENET PUBLISHING INC

TRADENET PUBLISHING INCEIN 42-1268098Plan #001PY 2016

1200 ENERGY CENTER DR. - GARDNER, KS 66030888-516-7271tradenetonline.comLinkedIn51-200 employeesprinting

Other plans on this EIN

1 filing

#002Retirement-$862K assets

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$2M

No prior year

Total participants

125

No prior year

Average account balance

$22,569

No prior year

Annual return

9.10%

No prior year

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.02M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$234K

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

+15.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6523

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 1 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO2+ years Service code 15 · EIN 35-0145825	Recordkeeping	$17,781

Plan features & details

Pension benefit codes2E2F2G2J3D2T

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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: MARKSNELSON
Auditor EIN: 481238645
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,569

$60,165-62.5%

$74,184-69.6%

$55,167-59.1%

Participation rate

70.1%

74.2%-4.1pp

76.6%-6.5pp

69.0%+1.1pp

Annual return

9.10%

10.00%-0.9pp

17.74%-8.6pp

169.23%-160.1pp

Employer contribution / active EE

$1,600-100.0%

$2,370-100.0%

$1,963-100.0%

Participant deferral / active EE

$1,445

$2,973-51.4%

$3,550-59.3%

$3,054-52.7%

Admin fee / account holder

$419-100.0%

$5,586-100.0%

$504-100.0%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO2+ years

Service code 15 · EIN 35-0145825

Recordkeeping

$17,781

TRADENET PUBLISHING INC.EMPLOYEES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRADENET PUBLISHING INC.EMPLOYEES 401K 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