Retirement plan

TARCO, INC. 401(K) PLAN

Name: TARCO, INC. - TARCO, INC. 401(K) PLAN (2016) Form 5500
Creator: TARCO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TARCO, INC. 401(K) PLAN, TARCO, INC.

TARCO, INC.EIN 71-0502280Plan #001PY 2016

ONE INFORMATION WAY, SUITE 225 - LITTLE ROCK, AR 72202501-945-4506tarcoroofing.comLinkedIn201-500 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.6M

+18.0% from 2015

Total participants

-1.6% from 2015

Average account balance

$89,304

+19.9% from 2015

Annual return

12.33%

+15.70 pp from 2015

Benchmarks

See 6,045 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort6,045 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.34M

Not enough data

1 years with asset history on file

Average account balance

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

$183K

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

$976K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+11.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1279

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

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

$171K

$3351 / participant

Other / not subdivided$171K100.0%

% of EOY assets

3.038%

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

$89,304

$58,828+51.8%

$78,002+14.5%

$62,881+42.0%

Participation rate

100.0%

71.1%+28.9pp

75.5%+24.5pp

69.3%+30.7pp

Annual return

12.33%

17.16%-4.8pp

425.99%-413.7pp

20.14%-7.8pp

Employer contribution / active EE

$3,073

$1,672+83.8%

$2,470+24.4%

$2,281+34.7%

Participant deferral / active EE

$5,219

$2,686+94.3%

$3,497+49.2%

$3,203+62.9%

Admin fee / account holder

$2,713

$4,393-38.2%

$5,481-50.5%

$4,296-36.8%

TARCO, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TARCO, INC. 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