Retirement plan

TP-LINK USA CORPORATION 401K PLAN

Name: TP-LINK USA CORPORATION - TP-LINK USA CORPORATION 401K PLAN (2017) Form 5500
Creator: TP-LINK USA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TP-LINK USA CORPORATION 401K PLAN, TP-LINK USA CORPORATION

TP-LINK USA CORPORATIONEIN 68-0677160Plan #001PY 2017

145 S. STATE COLLEGE BLVD., SUITE 4 - BREA, CA 92821626-333-0234

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$1.9M

+63.6% from 2016

Total participants

243

+40.5% from 2016

Average account balance

$7,881

+16.5% from 2016

Annual return

12.79%

-25.31 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.40M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

218

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.

66.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.39M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$248

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
VOYA RETIREMENT INSURANCE & ANNUITY1 year Filed as: VOYA RETIREMENT INSURANCE&ANNUITY C Service code 26 · EIN 71-0294708	Advisory (Participants)	$609

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$37 / participant

Contract admin$5K100.0%

% of EOY assets

0.260%

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: THONG, YU, WONG & LEE, LLP
Auditor EIN: 710899369
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$7,881

$71,192-88.9%

$117,861-93.3%

$62,293-87.3%

Participation rate

100.0%

74.2%+25.8pp

79.7%+20.3pp

69.5%+30.5pp

Annual return

12.79%

18.66%-5.9pp

335.11%-322.3pp

28.90%-16.1pp

Employer contribution / active EE

$3,813

$1,934+97.2%

$3,786+0.7%

$2,042+86.7%

Participant deferral / active EE

$2,439

$3,189-23.5%

$4,482-45.6%

$3,169-23.0%

Admin fee / account holder

$20

$587-96.5%

$8,021-99.7%

$479-95.7%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY1 year

Filed as: VOYA RETIREMENT INSURANCE&ANNUITY C

Service code 26 · EIN 71-0294708

Advisory (Participants)

$609

TP-LINK USA CORPORATION 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TP-LINK USA CORPORATION 401K 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