Retirement plan

TRION SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

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

TRION SOLUTIONS, INC.EIN 46-1334892Plan #001PY 2015

340 E. BIG BEAVER RD., SUITE 160 - TROY, MI 48083248-498-4800trionsolutionsinc.comLinkedIn1-10 employeeshuman resources

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$11.2M

No prior year

Total participants

1,274

No prior year

Average account balance

$35,125

No prior year

Annual return

71.77%

No prior year

Benchmarks

See 189 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants1,000-4,999

Cohort189 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$106.58M

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

4,088

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.

43.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.06M

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

+89.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$68

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4056830	Recordkeeping	$35,744
FENNER, MELSTROM, & DOOLING PLC1+ years Filed as: FENNER MELSTROM AND DOOLING PLC Service code 10 · EIN 38-1402622 355 S OLD WOODWARD AVE · BIRMINGHAM, MI 48009	Accounting	$11,260
JOHN HANCOCK LIFE INSURANCE COMPANY1+ years Service code 15 · EIN 01-0233346	Recordkeeping	$560

Plan features & details

Pension benefit codes2E2J2K3D2F2G2A

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$10K

$9 / participant

Investment mgmt$10K100.0%

% of EOY assets

0.090%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: FENNER, MELSTROM, & DOOLING, PLC
Auditor EIN: 381402622
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,125

$34,220+2.6%

$73,843-52.4%

$59,188-40.7%

Participation rate

13.7%

59.1%-45.4pp

73.4%-59.7pp

69.4%-55.7pp

Annual return

71.77%

3.36%+68.4pp

2267.84%-2196.1pp

5.51%+66.3pp

Employer contribution / active EE

$610

$1,480-58.8%

$2,787-78.1%

$2,098-70.9%

Participant deferral / active EE

$864

$2,035-57.5%

$3,583-75.9%

$3,265-73.5%

Admin fee / account holder

$32

$64-50.8%

$4,880-99.4%

$92-65.8%

Provider

Service type

Compensation

NATIONWIDE1+ years

Filed as: NATIONWIDE LIFE INSURANCE COMPANY

Service code 15 · EIN 31-4056830

Recordkeeping

$35,744

FENNER, MELSTROM, & DOOLING PLC1+ years

Filed as: FENNER MELSTROM AND DOOLING PLC

Service code 10 · EIN 38-1402622

355 S OLD WOODWARD AVE · BIRMINGHAM, MI 48009

Accounting

$11,260

JOHN HANCOCK LIFE INSURANCE COMPANY1+ years

Service code 15 · EIN 01-0233346

Recordkeeping

$560

TRION SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRION SOLUTIONS, INC. 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