Retirement plan

TERMINIX SERVICE COMPANY INC EMPLOYEE SAVINGS & SECURITY PLAN

Name: TERMINIX SERVICE COMPANY INC - TERMINIX SERVICE COMPANY INC EMPLOYEE SAVINGS & SECURITY PLAN (2021) Form 5500
Creator: TERMINIX SERVICE COMPANY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TERMINIX SERVICE COMPANY INC EMPLOYEE SAVINGS & SECURITY PLAN, TERMINIX SERVICE COMPANY INC

TERMINIX SERVICE COMPANY INCEIN 72-0406962Plan #001PY 2021

2400 N. ARNOULT RD - METAIRIE, LA 70001504-834-7330terminixno.comLinkedIn1-10 employeesconsumer services

Prospect flagsLow returnsLow participant contribution

How to read this page

Total assets (EOY)

$2.8M

+13.2% from 2020

Total participants

110

-4.3% from 2020

Average account balance

$26,348

+20.6% from 2020

Annual return

8.24%

-8.08 pp from 2020

Benchmarks

See 2,075 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,075 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.10M

Not enough data

1 years with asset history on file

Average account balance

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

$30K

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.

104

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.

96.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$231K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
NATIONWIDE2 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Contract Administrator	$16,735
SENTINEL PENSION LLC2 years Service code 10 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806	Accounting	$11,856
POSTLETHWAITE & NETTERVILLE1 year Filed as: POSTLETHWAITE AND NETTERVILLE Service code 10 8550 UNITED PLAZA BLVD STE 1001 · BATON ROUGE, LA 70809	Accounting	$11,000
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130	Advisory (Participants)	$528
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2J2K2F2G3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$18K

$194 / participant

Contract admin$18K100.0%

% of EOY assets

0.645%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: POSTLETHWAITE & NETTERVILLE
Auditor EIN: 721202445
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,348

$66,402-60.3%

$109,907-76.0%

$85,847-69.3%

Participation rate

96.8%

63.9%+32.9pp

74.2%+22.6pp

69.3%+27.5pp

Annual return

8.24%

19.59%-11.4pp

29.46%-21.2pp

318.61%-310.4pp

Employer contribution / active EE

$1,330

$1,687-21.2%

$2,844-53.2%

$2,565-48.2%

Participant deferral / active EE

$1,056

$2,842-62.9%

$4,047-73.9%

$3,952-73.3%

Admin fee / account holder

$170

$4,557-96.3%

$6,069-97.2%

$6,261-97.3%

Provider

Service type

Compensation

NATIONWIDE2 years

Service code 13

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Contract Administrator

$16,735

SENTINEL PENSION LLC2 years

Service code 10 · EIN 46-0570503

6811 JEFFERSON HWY · BATON ROUGE, LA 70806

Accounting

$11,856

POSTLETHWAITE & NETTERVILLE1 year

Filed as: POSTLETHWAITE AND NETTERVILLE

Service code 10

8550 UNITED PLAZA BLVD STE 1001 · BATON ROUGE, LA 70809

Accounting

$11,000

BRINKER CAPITAL1 year

Filed as: BRINKER CAPITAL INVESTMENTS

Service code 26 · EIN 13-4109249

17605 WRIGHT ST · OMAHA, NE 68130

Advisory (Participants)

$528

LPL FINANCIAL2 years

Filed as: LPL FINANCIAL LLC

Service code 26

4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121

Advisory (Participants)

TERMINIX SERVICE COMPANY INC EMPLOYEE SAVINGS & SECURITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TERMINIX SERVICE COMPANY INC EMPLOYEE SAVINGS & SECURITY 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