Retirement plan

TSYMMETRY 401(K)PROFIT SHARING PLAN TRUST

Name: TSYMMETRY - TSYMMETRY 401(K)PROFIT SHARING PLAN TRUST (2019) Form 5500
Creator: TSYMMETRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TSYMMETRY 401(K)PROFIT SHARING PLAN TRUST, TSYMMETRY

TSYMMETRYEIN 58-2502893Plan #001PY 2019

1101 WILSON BLVD, SUITE 1401-B - ARLINGTON, VA 22209202-480-2020tsymmetry.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$3M

+22.2% from 2018

Total participants

128

+4.1% from 2018

Average account balance

$39,383

+14.0% from 2018

Annual return

24.83%

+18.10 pp from 2018

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.15M

Not enough data

1 years with asset history on file

Average account balance

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

$61K

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.

117

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.

82.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.89%

Not enough data

1 years with return on file

Admin fee / account holder

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

$373

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 2 by compensation

Provider	Service type	Compensation
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766	Recordkeeping	$8,858
KESTRA INVESTMENT SERVICES LLC2 years Filed as: KESTRA ADVISORS SERVICES, LLC Service code 27 · EIN 35-2552359	Advisory (Plan)	$6,692

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$17K

$156 / participant

Investment mgmt$7K40.1%
Other / not subdivided$10K59.9%

% of EOY assets

0.565%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BROWN, SMITH, WALLACE, LLP
Auditor EIN: 431001367
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,383

$89,652-56.1%

$141,191-72.1%

$65,185-39.6%

Participation rate

50.5%

74.7%-24.2pp

82.5%-32.0pp

70.2%-19.7pp

Annual return

24.83%

32.79%-8.0pp

71.41%-46.6pp

29.38%-4.6pp

Employer contribution / active EE

$1,078

$3,065-64.8%

$4,736-77.2%

$2,177-50.5%

Participant deferral / active EE

$5,007

$5,691-12.0%

$6,710-25.4%

$3,514+42.5%

Admin fee / account holder

$222

$569-60.9%

$10,264-97.8%

$847-73.8%

Provider

Service type

Compensation

SENTINEL PENSION ADVISORS2 years

Filed as: SENTINEL BENEFITS GROUP, LLC

Service code 15 · EIN 20-5916766

Recordkeeping

$8,858

KESTRA INVESTMENT SERVICES LLC2 years

Filed as: KESTRA ADVISORS SERVICES, LLC

Service code 27 · EIN 35-2552359

Advisory (Plan)

$6,692

TSYMMETRY 401(K)PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TSYMMETRY 401(K)PROFIT SHARING PLAN TRUST

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