Retirement plan

TARCO, INC. 401(K) PLAN

Name: TARCO, INC. - TARCO, INC. 401(K) PLAN (2018) 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 2018

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)

$6.3M

-4.5% from 2017

Total participants

-9.7% from 2017

Average account balance

$96,872

+5.8% from 2017

Annual return

-6.07%

-15.91 pp from 2017

Benchmarks

See 5,892 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,892 peers

Snapshot2018

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

$366K

$7037 / participant

Other / not subdivided$366K100.0%

% of EOY assets

5.811%

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

$96,872

$61,660+57.1%

$80,022+21.1%

$64,173+51.0%

Participation rate

100.0%

71.7%+28.3pp

75.8%+24.2pp

69.6%+30.4pp

Annual return

-6.07%

-0.33%-5.7pp

11.22%-17.3pp

7.63%-13.7pp

Employer contribution / active EE

$3,162

$1,810+74.6%

$2,468+28.1%

$2,381+32.8%

Participant deferral / active EE

$5,697

$2,968+92.0%

$3,686+54.6%

$3,470+64.2%

Admin fee / account holder

$5,629

$5,417+3.9%

$6,521-13.7%

$4,887+15.2%

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