Retirement plan

CLEAR TOUCH INTERACTIVE RETIREMENT PLAN

Name: CLEAR TOUCH INTERACTIVE - CLEAR TOUCH INTERACTIVE RETIREMENT PLAN (2017) Form 5500
Creator: CLEAR TOUCH INTERACTIVE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLEAR TOUCH INTERACTIVE RETIREMENT PLAN, CLEAR TOUCH INTERACTIVE

CLEAR TOUCH INTERACTIVEEIN 46-4647569Plan #001PY 2017

1100 THOUSAND OAKS BLVD - GREENVILLE, SC 29607775-473-9199

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.3M

+11.5% from 2016

Total participants

+1300.0% from 2016

Average account balance

$527,545

-90.7% from 2016

Annual return

9.26%

-140.66 pp from 2016

Benchmarks

See 21,290 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,290 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$86.76M

Not enough data

1 years with asset history on file

Average account balance

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

$1.4M

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$916K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6997

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$60

$4 / participant

Other / not subdivided$60100.0%

% of EOY assets

0.001%

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

$527,545

$98,240+437.0%

$82,312+540.9%

$147,586+257.4%

Participation rate

85.7%

79.7%+6.0pp

76.9%+8.8pp

82.8%+2.9pp

Annual return

9.26%

30.85%-21.6pp

25.88%-16.6pp

578.59%-569.3pp

Employer contribution / active EE

$3,589

$3,192+12.5%

$2,428+47.8%

$4,876-26.4%

Participant deferral / active EE

$5,534

$4,383+26.3%

$3,706+49.3%

$5,439+1.8%

Admin fee / account holder

$8,563-99.9%

$5,608-99.9%

$10,886-100.0%

CLEAR TOUCH INTERACTIVE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLEAR TOUCH INTERACTIVE RETIREMENT 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