Retirement plan

ARKANSAS TELEPHONE COMPANY, INC 401K PLAN

Name: ARKANSAS TELEPHONE COMPANY, INC. - ARKANSAS TELEPHONE COMPANY, INC 401K PLAN (2019) Form 5500
Creator: ARKANSAS TELEPHONE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARKANSAS TELEPHONE COMPANY, INC 401K PLAN, ARKANSAS TELEPHONE COMPANY, INC.

ARKANSAS TELEPHONE COMPANY, INC.EIN 71-0267882Plan #002PY 2019

P O BOX 69 - CLINTON, AR 72031501-745-2114LinkedIn11-50 employeestelecommunications

Other plans on this EIN

1 filing

#001Retirement-$5.2M assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$192K

+142.4% from 2018

Total participants

-5.6% from 2018

Average account balance

$11,300

+156.7% from 2018

Annual return

21.61%

+21.61 pp from 2018

Benchmarks

See 8,830 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,830 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.24M

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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

$167K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+320.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10460

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 codes2J

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.

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

$3K

$174 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.542%

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

$11,300

$107,941-89.5%

$91,994-87.7%

$152,909-92.6%

Participation rate

100.0%

81.2%+18.8pp

78.6%+21.4pp

82.5%+17.5pp

Annual return

21.61%

89.28%-67.7pp

69.04%-47.4pp

345.46%-323.9pp

Employer contribution / active EE

$2,809

$4,212-33.3%

$3,453-18.6%

$4,764-41.0%

Participant deferral / active EE

$2,823

$6,366-55.7%

$5,924-52.3%

$5,851-51.8%

Admin fee / account holder

$174

$10,521-98.3%

$7,744-97.8%

$11,601-98.5%

ARKANSAS TELEPHONE COMPANY, INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARKANSAS TELEPHONE COMPANY, INC 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