Retirement plan

TRI ALLIANCE AUTOMOTIVE GROUP, INC. 401(K) PLAN

Name: TRI ALLIANCE AUTOMOTIVE GROUP, INC. - TRI ALLIANCE AUTOMOTIVE GROUP, INC. 401(K) PLAN (2015) Form 5500
Creator: TRI ALLIANCE AUTOMOTIVE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRI ALLIANCE AUTOMOTIVE GROUP, INC. 401(K) PLAN, TRI ALLIANCE AUTOMOTIVE GROUP, INC.

TRI ALLIANCE AUTOMOTIVE GROUP, INC.EIN 68-0455842Plan #002PY 2015

2160 MONTGOMERY STREET - OROVILLE, CA 95965530-534-1672

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$254K

No prior year

Total participants

No prior year

Average account balance

$31,783

No prior year

Annual return

-3.68%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$679K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1073

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 codes2E2J3D

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.
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

1 tripped

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

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

$31,783

$84,685-62.5%

$73,836-57.0%

$125,389-74.7%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-3.68%

3123.80%-3127.5pp

2268.06%-2271.7pp

282.24%-285.9pp

Employer contribution / active EE

$1,644

$3,123-47.4%

$2,787-41.0%

$4,866-66.2%

Participant deferral / active EE

$5,037

$3,993+26.2%

$3,583+40.6%

$5,352-5.9%

Admin fee / account holder

$5,694-100.0%

$4,882-100.0%

$9,541-100.0%

TRI ALLIANCE AUTOMOTIVE GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TRI ALLIANCE AUTOMOTIVE GROUP, INC. 401(K) PLAN

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