Retirement plan

TELEPHONE ELECTRONICS CORPORATION AND ASSOCIATED COMPANIES 401(K) PLAN

Name: TELEPHONE ELECTRONICS CORPORATION - TELEPHONE ELECTRONICS CORPORATION AND ASSOCIATED COMPANIES 401(K) PLAN (2017) Form 5500
Creator: TELEPHONE ELECTRONICS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TELEPHONE ELECTRONICS CORPORATION AND ASSOCIATED COMPANIES 401(K) PLAN, TELEPHONE ELECTRONICS CORPORATION

TELEPHONE ELECTRONICS CORPORATIONEIN 64-0527889Plan #001PY 2017

POST OFFICE BOX 22923 - JACKSON, MS 392252923601-354-9070

Other plans on this EIN

1 filing

#002Retirement-$2.8M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$16.9M

+16.9% from 2016

Total participants

199

+1.5% from 2016

Average account balance

$84,720

+15.1% from 2016

Annual return

14.56%

+6.83 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

$21.93M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

179

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.

67.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.17M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$316

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 1 by compensation

Provider	Service type	Compensation
REGIONS BANK3+ years Service code 16 · EIN 63-0371391 1901 6TH AVENUE N · BIRMINGHAM, AL 35203	Consulting	$40,433

Plan features & details

Pension benefit codes2E2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$19 / participant

Contract admin$3K100.0%

% of EOY assets

0.018%

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: HUFFMAN & SOIGNIER, APAC
Auditor EIN: 721403835
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$84,720

$59,535+42.3%

$90,161-6.0%

$62,293+36.0%

Participation rate

100.0%

73.0%+27.0pp

76.9%+23.1pp

69.5%+30.5pp

Annual return

14.56%

23.53%-9.0pp

34.89%-20.3pp

28.90%-14.3pp

Employer contribution / active EE

$3,583

$1,826+96.3%

$3,318+8.0%

$2,042+75.4%

Participant deferral / active EE

$2,191

$4,639-52.8%

$5,287-58.6%

$3,169-30.9%

Admin fee / account holder

$15

$337-95.5%

$5,943-99.7%

$479-96.8%

Provider

Service type

Compensation

REGIONS BANK3+ years

Service code 16 · EIN 63-0371391

1901 6TH AVENUE N · BIRMINGHAM, AL 35203

Consulting

$40,433

TELEPHONE ELECTRONICS CORPORATION AND ASSOCIATED COMPANIES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TELEPHONE ELECTRONICS CORPORATION AND ASSOCIATED COMPANIES 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