Retirement plan

TELCOR INC 401(K) PROFIT SHARING PLAN

Name: TELCOR INC - TELCOR INC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: TELCOR INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TELCOR INC 401(K) PROFIT SHARING PLAN, TELCOR INC

TELCOR INCEIN 47-0785405Plan #001PY 2017

7101 A STREET - LINCOLN, NE 68510402-489-1207telcor.comLinkedIn201-500 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$14.1M

+33.9% from 2016

Total participants

156

+16.4% from 2016

Average account balance

$90,255

+15.0% from 2016

Annual return

24.93%

+15.91 pp from 2016

Benchmarks

See 843 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort843 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$43.77M

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

326

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.62M

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

+17.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36

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

Top 3 by compensation

Provider	Service type	Compensation
DA DAVIDSON & CO1 year Filed as: D.A. DAVIDSON & CO. Service code 17 1225 L STREET · LINCOLN, NE 68508	Pension Consulting	$37,785
DIGITAL RETIREMENT SOLUTIONS, INC.3+ years Service code 12 · EIN 84-1477138	Participant loan processing; Recordke...	$7,250
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048	Investment management; Float revenue;...	$3,833

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$49K

$337 / participant

Investment mgmt$38K77.3%
Contract admin$7K14.8%
Other / not subdivided$4K7.8%

% of EOY assets

0.347%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BKD LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,255

$59,535+51.6%

$90,161+0.1%

$62,293+44.9%

Participation rate

100.0%

73.0%+27.0pp

76.9%+23.1pp

69.5%+30.5pp

Annual return

24.93%

23.53%+1.4pp

34.89%-10.0pp

28.90%-4.0pp

Employer contribution / active EE

$3,363

$1,826+84.2%

$3,318+1.3%

$2,042+64.7%

Participant deferral / active EE

$6,407

$4,639+38.1%

$5,287+21.2%

$3,169+102.2%

Admin fee / account holder

$313

$337-7.0%

$5,943-94.7%

$479-34.6%

Provider

Service type

Compensation

DA DAVIDSON & CO1 year

Filed as: D.A. DAVIDSON & CO.

Service code 17

1225 L STREET · LINCOLN, NE 68508

Pension Consulting

$37,785

DIGITAL RETIREMENT SOLUTIONS, INC.3+ years

Service code 12 · EIN 84-1477138

Participant loan processing; Recordke...

$7,250

NEWPORT GROUP, INC.3+ years

Filed as: MATRIX FINANCIAL SOLUTIONS, INC.

Service code 18 · EIN 20-1591048

Investment management; Float revenue;...

$3,833

TELCOR INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TELCOR 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