Retirement plan

CHICKASAW TELEPHONE COMPANY, INC. EMPLOYEES STOCK OWNERSHIP PLAN

Name: CHICKASAW TELEPHONE COMPANY INC. - CHICKASAW TELEPHONE COMPANY, INC. EMPLOYEES STOCK OWNERSHIP PLAN (2016) Form 5500
Creator: CHICKASAW TELEPHONE COMPANY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHICKASAW TELEPHONE COMPANY, INC. EMPLOYEES STOCK OWNERSHIP PLAN, CHICKASAW TELEPHONE COMPANY INC.

CHICKASAW TELEPHONE COMPANY INC.EIN 73-0652542Plan #003PY 2016

P O BOX 460, 124 W. VINITA - SULPHUR, OK 730860000580-622-2111chickasawphone.comLinkedIn11-50 employeestelecommunications

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$43.7M

+8.8% from 2015

Total participants

-10.4% from 2015

Average account balance

$450,584

+21.2% from 2015

Annual return

11.92%

-2.21 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$81.25M

Not enough data

1 years with asset history on file

Average account balance

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

$1.4M

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.

86.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$203

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

+17.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$61643

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 codes2E2O

Plan features

2E
Profit-sharing
Profit-sharing plan.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$67

$1 / participant

Other / not subdivided$67100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EIDE BAILLY LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$450,584

$76,551+488.6%

$123,894+263.7%

$62,881+616.6%

Participation rate

100.0%

73.0%+27.0pp

81.4%+18.6pp

69.3%+30.7pp

Annual return

11.92%

18.68%-6.8pp

47.52%-35.6pp

20.14%-8.2pp

Employer contribution / active EE

$14,675

$2,882+409.1%

$4,617+217.9%

$2,281+543.4%

Participant deferral / active EE

$4,840-100.0%

$5,984-100.0%

$3,203-100.0%

Admin fee / account holder

$4,826-100.0%

$8,357-100.0%

$4,296-100.0%

CHICKASAW TELEPHONE COMPANY, INC. EMPLOYEES STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHICKASAW TELEPHONE COMPANY, INC. EMPLOYEES STOCK OWNERSHIP 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