Retirement plan

TERMINIX SERVICE COMPANY INC EMPLOYEE SAVINGS & SECURITY PLAN

Name: TERMINIX SERVICE COMPANY INC - TERMINIX SERVICE COMPANY INC EMPLOYEE SAVINGS & SECURITY PLAN (2022) 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 2022

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

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$2.2M

-21.9% from 2021

Total participants

107

-2.7% from 2021

Average account balance

$20,967

-20.4% from 2021

Annual return

-13.77%

-22.01 pp from 2021

Benchmarks

See 2,260 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,260 peers

Snapshot2022

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

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

Service providers

Top 7 by compensation

Provider	Service type	Compensation
NATIONWIDE3 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Contract Administrator	$12,512
SENTINEL PENSION LLC3 years Service code 10 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806	Accounting	$10,831
POSTLETHWAITE & NETTERVILLE2 years Filed as: POSTLETHWAITE AND NETTERVILLE Service code 10 8550 UNITED PLAZA BLVD STE 1001 · BATON ROUGE, LA 70809	Accounting	$9,800
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121	Advisory (Participants)	$3,755
CETERA ADVISOR NETWORKS LLC1 year Filed as: CETERA ADVISOR NETWORKS, LLC Service code 26	Advisory (Participants)	$2,964
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130	Advisory (Participants)	$759
CETERA ADVISOR NETWORKS LLC1 year Filed as: CETERA ADVISORS NETWORKS, LLC Service code 26 2301 ROSECRANS AVE SUITE 5100 · ES SEGUNDO, CA 90245	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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$17K

$214 / participant

Contract admin$17K100.0%

% of EOY assets

0.769%

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

$20,967

$53,162-60.6%

$91,227-77.0%

$68,490-69.4%

Participation rate

97.5%

63.2%+34.3pp

73.2%+24.3pp

67.9%+29.6pp

Annual return

-13.77%

-3.14%-10.6pp

114.14%-127.9pp

-7.85%-5.9pp

Employer contribution / active EE

$1,266

$1,709-25.9%

$2,851-55.6%

$2,597-51.3%

Participant deferral / active EE

$2,063

$2,974-30.6%

$4,234-51.3%

$4,028-48.8%

Admin fee / account holder

$161

$4,493-96.4%

$5,423-97.0%

$5,403-97.0%

Provider

Service type

Compensation

NATIONWIDE3 years

Service code 13

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Contract Administrator

$12,512

SENTINEL PENSION LLC3 years

Service code 10 · EIN 46-0570503

6811 JEFFERSON HWY · BATON ROUGE, LA 70806

Accounting

$10,831

POSTLETHWAITE & NETTERVILLE2 years

Filed as: POSTLETHWAITE AND NETTERVILLE

Service code 10

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

Accounting

$9,800

LPL FINANCIAL3 years

Filed as: LPL FINANCIAL LLC

Service code 26

4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121

Advisory (Participants)

$3,755

CETERA ADVISOR NETWORKS LLC1 year

Filed as: CETERA ADVISOR NETWORKS, LLC

Service code 26

Advisory (Participants)

$2,964

BRINKER CAPITAL2 years

Filed as: BRINKER CAPITAL INVESTMENTS

Service code 26 · EIN 13-4109249

17605 WRIGHT ST · OMAHA, NE 68130

Advisory (Participants)

$759

CETERA ADVISOR NETWORKS LLC1 year

Filed as: CETERA ADVISORS NETWORKS, LLC

Service code 26

2301 ROSECRANS AVE SUITE 5100 · ES SEGUNDO, CA 90245

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