Retirement plan

THE PHOENIX GROUP 401(K) PLAN

Name: TPG, INC. - THE PHOENIX GROUP 401(K) PLAN (2017) Form 5500
Creator: TPG, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE PHOENIX GROUP 401(K) PLAN, TPG, INC.

TPG, INC.EIN 61-1549017Plan #001PY 2017

164 SOUTH PARK BLVD. - GREENWOOD, IN 46143317-884-3600

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.7M

+31.4% from 2016

Total participants

177

+42.7% from 2016

Average account balance

$32,155

-1.9% from 2016

Annual return

18.60%

+10.18 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.00M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

225

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24

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
QP CONSULTING1 year Filed as: QP CONSULTING LLC Service code 27 6930 CARROLL AVE 402 · TAKOMA PARK, MD 20912	Advisory (Plan)	$5,833
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$781

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$7K

$44 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.141%

all-in expense ratio

Categories reported

0 / 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: SOMERSET CPAS
Auditor EIN: 201717681
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$32,155

$80,753-60.2%

$136,298-76.4%

$62,293-48.4%

Participation rate

79.3%

73.5%+5.8pp

81.9%-2.6pp

69.5%+9.8pp

Annual return

18.60%

35.83%-17.2pp

5156.27%-5137.7pp

28.90%-10.3pp

Employer contribution / active EE

$1,105

$2,884-61.7%

$4,696-76.5%

$2,042-45.9%

Participant deferral / active EE

$2,466

$5,164-52.3%

$6,247-60.5%

$3,169-22.2%

Admin fee / account holder

$45

$525-91.4%

$9,244-99.5%

$479-90.5%

Provider

Service type

Compensation

QP CONSULTING1 year

Filed as: QP CONSULTING LLC

Service code 27

6930 CARROLL AVE 402 · TAKOMA PARK, MD 20912

Advisory (Plan)

$5,833

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$781

THE PHOENIX GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE PHOENIX GROUP 401(K) 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