Retirement plan

TSYMMETRY 401(K)PROFIT SHARING PLAN AND TRUST

Name: TSYMMETRY INC. - TSYMMETRY 401(K)PROFIT SHARING PLAN AND TRUST (2022) Form 5500
Creator: TSYMMETRY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TSYMMETRY 401(K)PROFIT SHARING PLAN AND TRUST, TSYMMETRY INC.

TSYMMETRY INC.EIN 58-2502893Plan #001PY 2022

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

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$5.4M

+15.7% from 2021

Total participants

149

+1.4% from 2021

Average account balance

$45,315

+2.2% from 2021

Annual return

2.78%

-12.88 pp from 2021

Benchmarks

See 5,988 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,988 peers

Snapshot2022

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 ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766	Recordkeeping	$16,182
LION STREET ADVISORS LLC1 year Service code 27 · EIN 80-0946231	Advisory (Plan)	$12,408

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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$31K

$277 / participant

Investment mgmt$12K40.4%
Other / not subdivided$18K59.6%

% 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: ARMANINO LLP
Auditor EIN: 946214841
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,315

$84,482-46.4%

$125,363-63.9%

$66,930-32.3%

Participation rate

73.9%

76.4%-2.5pp

82.4%-8.5pp

69.8%+4.1pp

Annual return

2.78%

-8.49%+11.3pp

572.15%-569.4pp

1.57%+1.2pp

Employer contribution / active EE

$2,205

$3,553-37.9%

$4,815-54.2%

$2,545-13.4%

Participant deferral / active EE

$7,944

$6,782+17.1%

$7,447+6.7%

$4,238+87.4%

Admin fee / account holder

$256

$685-62.6%

$10,005-97.4%

$593-56.9%

Provider

Service type

Compensation

SENTINEL PENSION ADVISORS5 years

Filed as: SENTINEL BENEFITS GROUP, LLC

Service code 15 · EIN 20-5916766

Recordkeeping

$16,182

LION STREET ADVISORS LLC1 year

Service code 27 · EIN 80-0946231

Advisory (Plan)

$12,408

TSYMMETRY 401(K)PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TSYMMETRY 401(K)PROFIT SHARING PLAN AND 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