Retirement plan

TP LINK USA CORPORATION 401(K) PLAN

Name: TP LINK USA CORPORATION - TP LINK USA CORPORATION 401(K) PLAN (2018) Form 5500
Creator: TP LINK USA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TP LINK USA CORPORATION 401(K) PLAN, TP LINK USA CORPORATION

TP LINK USA CORPORATIONEIN 68-0677160Plan #001PY 2018

145 S. STATE COLLEGE BLVD., SUITE 400 - BREA, CA 92821626-333-0234

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$1.9M

+0.4% from 2017

Total participants

254

+4.5% from 2017

Average account balance

$7,975

+1.2% from 2017

Annual return

-4.65%

-17.44 pp from 2017

Benchmarks

See 2,344 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,344 peers

Snapshot2018

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 3 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$14,871
MERRILL LYNCH PIERCE FENNER & SMITH1 year Service code 15 · EIN 13-5674085	Recordkeeping	$5,279
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984	Other Services	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 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

$26K

$248 / participant

Other / not subdivided$26K100.0%

% of EOY assets

1.357%

all-in expense ratio

Categories reported

0 / 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

$7,975

$66,302-88.0%

$110,243-92.8%

$56,289-85.8%

Participation rate

87.6%

74.9%+12.7pp

79.8%+7.8pp

69.9%+17.8pp

Annual return

-4.65%

-1.18%-3.5pp

314.76%-319.4pp

-9.96%+5.3pp

Employer contribution / active EE

$1,919

$2,047-6.2%

$3,827-49.8%

$2,111-9.1%

Participant deferral / active EE

$2,590

$3,381-23.4%

$4,672-44.6%

$3,350-22.7%

Admin fee / account holder

$108

$698-84.5%

$8,548-98.7%

$521-79.2%

Provider

Service type

Compensation

ADP BROKER-DEALER1 year

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$14,871

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Service code 15 · EIN 13-5674085

Recordkeeping

$5,279

ADP BROKER-DEALER1 year

Service code 49 · EIN 22-3319984

Other Services

TP LINK USA CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TP LINK USA CORPORATION 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