Retirement plan

EMPLOYEE BENEFIT PLAN OF TECHMATES GROUP, LLC TECHMATES GROUP, LLC

Name: TECHMATES GROUP, LLC - EMPLOYEE BENEFIT PLAN OF TECHMATES GROUP, LLC TECHMATES GROUP, LLC (2016) Form 5500
Creator: TECHMATES GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF TECHMATES GROUP, LLC TECHMATES GROUP, LLC, TECHMATES GROUP, LLC

TECHMATES GROUP, LLCEIN 46-4610913Plan #001PY 2016

4 MORRIS CT - EAST BRUNSWICK, NJ 088164057734-649-6746

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$181K

+100.3% from 2015

Total participants

0.0% from 2015

Average account balance

$30,224

+100.3% from 2015

Annual return

17.03%

+17.03 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.67M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

180.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$563K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+18.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9197

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$1006 / participant

Other / not subdivided$5K100.0%

% of EOY assets

2.774%

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

$30,224

$135,956-77.8%

$123,894-75.6%

$273,972-89.0%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

17.03%

56.63%-39.6pp

47.52%-30.5pp

41.46%-24.4pp

Employer contribution / active EE

$8,783

$5,170+69.9%

$4,617+90.2%

$4,869+80.4%

Participant deferral / active EE

$7,305

$6,343+15.2%

$5,984+22.1%

$5,287+38.2%

Admin fee / account holder

$839

$9,817-91.5%

$8,357-90.0%

$10,133-91.7%

EMPLOYEE BENEFIT PLAN OF TECHMATES GROUP, LLC TECHMATES GROUP, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF TECHMATES GROUP, LLC TECHMATES GROUP, LLC

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