Retirement plan

TELEPHONE CONTACT, INC. PROFIT SHARING PLAN

Name: TELEPHONE CONTACT, INC. - TELEPHONE CONTACT, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: TELEPHONE CONTACT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TELEPHONE CONTACT, INC. PROFIT SHARING PLAN, TELEPHONE CONTACT, INC.

TELEPHONE CONTACT, INC.EIN 43-1397324Plan #001PY 2017

7700 FORSYTH BOULEVARD, SUITE 1050 - SAINT LOUIS, MO 63105314-353-6666telephonecontact.comLinkedIn1-10 employeestelecommunications

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.5M

+22.7% from 2016

Total participants

+25.0% from 2016

Average account balance

$507,948

-1.8% from 2016

Annual return

17.05%

+13.52 pp from 2016

Benchmarks

See 11,958 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.13M

Not enough data

1 years with asset history on file

Average account balance

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

$1.0M

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$44K

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

+14.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6086

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$13K

$2612 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.514%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$507,948

$101,069+402.6%

$81,478+523.4%

$147,585+244.2%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

17.05%

32.40%-15.4pp

38.78%-21.7pp

578.57%-561.5pp

Employer contribution / active EE

$23,591

$3,205+636.0%

$2,568+818.8%

$4,876+383.8%

Participant deferral / active EE

$4,242-100.0%

$3,537-100.0%

$5,439-100.0%

Admin fee / account holder

$2,612

$5,812-55.1%

$4,561-42.7%

$10,885-76.0%

TELEPHONE CONTACT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TELEPHONE CONTACT, INC. 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