Retirement plan

THOMPSON MACHINERY COMMERCE CORP PROFIT SHARING & 401(K) PLAN

Name: THOMPSON MACHINERY COMMERCE CORP - THOMPSON MACHINERY COMMERCE CORP PROFIT SHARING & 401(K) PLAN (2016) Form 5500
Creator: THOMPSON MACHINERY COMMERCE CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THOMPSON MACHINERY COMMERCE CORP PROFIT SHARING & 401(K) PLAN, THOMPSON MACHINERY COMMERCE CORP

THOMPSON MACHINERY COMMERCE CORPEIN 62-1098634Plan #001PY 2016

1245 BRIDGESTONE BLVD - LAVERGNE, TN 370861981615-256-2424thompsonmachinery.comLinkedIn501-1000 employeesmachinery

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$57.7M

-5.6% from 2015

Total participants

819

+1.1% from 2015

Average account balance

$71,619

-9.9% from 2015

Annual return

4.01%

+4.07 pp from 2015

Benchmarks

See 1,184 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,184 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$57.67M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

1,050

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

-26.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11

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
HS MANAGEMENT PARTNERS, LLC2+ years Filed as: HS MANAGEMENT PARTNERS Service code 51 · EIN 26-0335469	Investment Mgmt Fees	$51,096
VAUGHAN NELSON INVESTMENT MGMT2+ years Service code 51 · EIN 04-3304963	Investment Mgmt Fees	$26,538
THE LONDON COMPANY2+ years Filed as: LONDON COMPANY INVESTMENT COUNSEL Service code 51 · EIN 90-0824693	Investment Mgmt Fees	$20,312

Plan features & details

Pension benefit codes2E2J3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$98K

$173 / participant

Investment mgmt$98K100.0%

% of EOY assets

0.170%

all-in expense ratio

Categories reported

1 / 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: LBMC, P.C.
Auditor EIN: 621199757
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,619

$37,044+93.3%

$71,796-0.2%

$57,658+24.2%

Participation rate

97.5%

61.1%+36.4pp

69.1%+28.4pp

70.2%+27.3pp

Annual return

4.01%

12.64%-8.6pp

78.04%-74.0pp

5.13%-1.1pp

Employer contribution / active EE

$1,669

$720+131.8%

$1,924-13.3%

$1,974-15.4%

Participant deferral / active EE

$2,342

$1,974+18.6%

$2,794-16.2%

$3,061-23.5%

Admin fee / account holder

$122

$101+20.9%

$4,815-97.5%

$95+29.1%

Provider

Service type

Compensation

HS MANAGEMENT PARTNERS, LLC2+ years

Filed as: HS MANAGEMENT PARTNERS

Service code 51 · EIN 26-0335469

Investment Mgmt Fees

$51,096

VAUGHAN NELSON INVESTMENT MGMT2+ years

Service code 51 · EIN 04-3304963

Investment Mgmt Fees

$26,538

THE LONDON COMPANY2+ years

Filed as: LONDON COMPANY INVESTMENT COUNSEL

Service code 51 · EIN 90-0824693

Investment Mgmt Fees

$20,312

THOMPSON MACHINERY COMMERCE CORP PROFIT SHARING & 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THOMPSON MACHINERY COMMERCE CORP PROFIT SHARING & 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