Retirement plan

TELEPHONE ELECTRONICS CORPORATION AND ASSOCIATED COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: TELEPHONE ELECTRONICS CORPORATION - TELEPHONE ELECTRONICS CORPORATION AND ASSOCIATED COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2015) 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 EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, TELEPHONE ELECTRONICS CORPORATION

TELEPHONE ELECTRONICS CORPORATIONEIN 64-0527889Plan #002PY 2015

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

Other plans on this EIN

1 filing

#001Retirement-$13.2M assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$2.5M

No prior year

Total participants

235

No prior year

Average account balance

No prior year

Annual return

6.99%

No prior year

Benchmarks

See 825 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort825 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2H2O3H3I

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,313-100.0%

$73,309-100.0%

$52,331-100.0%

Participation rate

0.0%

68.6%-68.6pp

74.9%-74.9pp

68.1%-68.1pp

Annual return

6.99%

3.85%+3.1pp

5.67%+1.3pp

4.54%+2.4pp

Employer contribution / active EE

$138

$1,661-91.7%

$3,237-95.7%

$1,882-92.6%

Participant deferral / active EE

$4,189-100.0%

$4,991-100.0%

$3,022-100.0%

Admin fee / account holder

$404-100.0%

$5,635-100.0%

$592-100.0%

TELEPHONE ELECTRONICS CORPORATION AND ASSOCIATED COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TELEPHONE ELECTRONICS CORPORATION AND ASSOCIATED COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion