Retirement plan

TVS COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN

Name: TVSDESIGN COMPANIES, INC. - TVS COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN (2015) Form 5500
Creator: TVSDESIGN COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TVS COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN, TVSDESIGN COMPANIES, INC.

TVSDESIGN COMPANIES, INC.EIN 46-1763650Plan #001PY 2015

1230 PEACHTREE STREET, NE, SUITE 2700 - ATLANTA, GA 30309404-946-6775LinkedIn501-1000 employeesarchitecture & planning

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$30.3M

No prior year

Total participants

623

No prior year

Average account balance

$49,132

No prior year

Annual return

-8.19%

No prior year

Benchmarks

See 4,662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort4,662 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.18M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

367

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+1.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27

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

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 codes2C2P2Q2I3H3I

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$175

$1 / participant

Other / not subdivided$175100.0%

% of EOY assets

0.001%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARR, RIGGS & INGRAM, LLC
Auditor EIN: 721396621
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,132

$70,002-29.8%

$115,038-57.3%

$52,331-6.1%

Participation rate

96.4%

72.1%+24.3pp

81.4%+15.0pp

68.1%+28.3pp

Annual return

-8.19%

4.04%-12.2pp

26.14%-34.3pp

4.54%-12.7pp

Employer contribution / active EE

$17,035

$2,715+527.5%

$4,608+269.7%

$1,882+805.3%

Participant deferral / active EE

$4,920-100.0%

$6,026-100.0%

$3,022-100.0%

Admin fee / account holder

$566-99.9%

$8,175-100.0%

$592-100.0%

TVS COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TVS COMPANIES EMPLOYEE STOCK OWNERSHIP 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