Retirement plan

TELECONTACTO EMPLOYEE'S RETIREMENT PLAN

Name: TELECONTACTO-TELECONTACT, INC. - TELECONTACTO EMPLOYEE'S RETIREMENT PLAN (2017) Form 5500
Creator: TELECONTACTO-TELECONTACT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TELECONTACTO EMPLOYEE'S RETIREMENT PLAN, TELECONTACTO-TELECONTACT, INC.

TELECONTACTO-TELECONTACT, INC.EIN 66-0545150Plan #001PY 2017

URB. HYDE PARK, 275 JESUS T. PINERO AVE - SAN JUAN, PR 00927787-294-8052

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$396K

+10.7% from 2016

Total participants

+5.9% from 2016

Average account balance

$21,977

-1.6% from 2016

Annual return

9.71%

+3.43 pp from 2016

Benchmarks

See 6,540 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,540 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$678K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$876

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

+8.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$183

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 codes2J3C

Plan features

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$13K

$830 / participant

Other / not subdivided$13K100.0%

% of EOY assets

3.355%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,977

$165,912-86.8%

$122,342-82.0%

$147,585-85.1%

Participation rate

100.0%

79.6%+20.4pp

71.6%+28.4pp

82.8%+17.2pp

Annual return

9.71%

34.55%-24.8pp

30.28%-20.6pp

578.57%-568.9pp

Employer contribution / active EE

$350

$5,754-93.9%

$4,051-91.3%

$4,876-92.8%

Participant deferral / active EE

$701

$4,005-82.5%

$3,287-78.7%

$5,439-87.1%

Admin fee / account holder

$737

$7,424-90.1%

$5,478-86.5%

$10,885-93.2%

TELECONTACTO EMPLOYEE'S RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TELECONTACTO EMPLOYEE'S RETIREMENT 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