Retirement plan

CARNEGIE TELEPHONE COMPANY ROTH 401(K) PLAN

Name: CARNEGIE TELEPHONE COMPANY - CARNEGIE TELEPHONE COMPANY ROTH 401(K) PLAN (2016) Form 5500
Creator: CARNEGIE TELEPHONE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARNEGIE TELEPHONE COMPANY ROTH 401(K) PLAN, CARNEGIE TELEPHONE COMPANY

CARNEGIE TELEPHONE COMPANYEIN 73-0673928Plan #002PY 2016

P.O. BOX 96 - CARNEGIE, OK 73015580-654-1002carnegietelco.comLinkedIn11-50 employeesinformation technology and services

Other plans on this EIN

1 filing

#001Retirement-$2.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$868K

+18.3% from 2015

Total participants

+22.2% from 2015

Average account balance

$78,948

-3.2% from 2015

Annual return

8.70%

+9.85 pp from 2015

Benchmarks

See 7,787 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,787 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$419K

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+0.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1102

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$186 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.236%

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

$78,948

$96,558-18.2%

$80,977-2.5%

$273,972-71.2%

Participation rate

100.0%

79.1%+20.9pp

75.8%+24.2pp

83.0%+17.0pp

Annual return

8.70%

15.14%-6.4pp

17.11%-8.4pp

41.46%-32.8pp

Employer contribution / active EE

$2,166

$4,869-55.5%

$3,715-41.7%

$4,869-55.5%

Participant deferral / active EE

$4,302

$6,598-34.8%

$5,696-24.5%

$5,287-18.6%

Admin fee / account holder

$186

$7,493-97.5%

$5,517-96.6%

$10,133-98.2%

CARNEGIE TELEPHONE COMPANY ROTH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARNEGIE TELEPHONE COMPANY ROTH 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