Retirement plan

TRINITY LIGHTING, INC. 401(K) PROFIT SHARING PLAN

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

TRINITY LIGHTING, INC.EIN 71-0733420Plan #001PY 2016

2902 QUALITY WAY - JONESBORO, AR 72401870-972-1177LinkedIn1-10 employees

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$808K

-0.1% from 2015

Total participants

-4.8% from 2015

Average account balance

$14,173

+8.6% from 2015

Annual return

5.54%

+7.68 pp from 2015

Benchmarks

See 15,088 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,088 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.16M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

135.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$289K

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

+12.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57

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 codes2E2J2F2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$258K

$5998 / participant

Other / not subdivided$258K100.0%

% of EOY assets

31.926%

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

$14,173

$60,352-76.5%

$74,185-80.9%

$62,881-77.5%

Participation rate

93.0%

72.7%+20.3pp

76.6%+16.4pp

69.3%+23.7pp

Annual return

5.54%

21.37%-15.8pp

17.74%-12.2pp

20.14%-14.6pp

Employer contribution / active EE

$2,842

$1,680+69.1%

$2,370+19.9%

$2,281+24.6%

Participant deferral / active EE

$2,061

$2,856-27.8%

$3,550-41.9%

$3,203-35.7%

Admin fee / account holder

$4,525

$4,261+6.2%

$5,586-19.0%

$4,296+5.3%

TRINITY LIGHTING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRINITY LIGHTING, INC. 401(K) PROFIT SHARING 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