Retirement plan

TOPOGRAPHIC, INC. RETIREMENT PLAN

Name: TOPOGRAPHIC, INC. - TOPOGRAPHIC, INC. RETIREMENT PLAN (2016) Form 5500
Creator: TOPOGRAPHIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOPOGRAPHIC, INC. RETIREMENT PLAN, TOPOGRAPHIC, INC.

TOPOGRAPHIC, INC.EIN 73-0717508Plan #001PY 2016

1400 EVERMAN PARKWAY, SUITE 197 - FORT WORTH, TX 76140817-744-7512topographic.comLinkedIn201-500 employeesoil & energy

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$9.1M

No prior year

Total participants

275

No prior year

Average account balance

$37,763

No prior year

Annual return

5.87%

No prior year

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.39M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

417

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.

97.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.72M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+18.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$348

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 3 by compensation

Provider	Service type	Compensation
JP MORGAN INVESTMENT MANAGEMENT INC2+ years Filed as: MEEDER ADVISORY SERVICES, INC. Service code 17 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017	Pension Consulting	$40,770
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$23,986
PENSION ASSURANCE LLP2+ years Filed as: PENSION SOLUTIONS, INC. Service code 15 · EIN 73-1521434 9400 NORTH BROADWAY · OKLAHOMA CITY, OK 73114	Recordkeeping	$3,787

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KEVIN C. DUKE, CPA
Auditor EIN: 731459596
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,763

$75,183-49.8%

$123,894-69.5%

$55,167-31.5%

Participation rate

82.2%

72.8%+9.4pp

81.4%+0.8pp

69.0%+13.2pp

Annual return

5.87%

19.01%-13.1pp

47.52%-41.6pp

169.23%-163.4pp

Employer contribution / active EE

$1,808

$2,823-36.0%

$4,617-60.8%

$1,963-7.9%

Participant deferral / active EE

$4,682

$5,084-7.9%

$5,984-21.8%

$3,054+53.3%

Admin fee / account holder

$663-100.0%

$8,357-100.0%

$504-100.0%

Provider

Service type

Compensation

JP MORGAN INVESTMENT MANAGEMENT INC2+ years

Filed as: MEEDER ADVISORY SERVICES, INC.

Service code 17 · EIN 31-1332744

6125 MEMORIAL DRIVE · DUBLIN, OH 43017

Pension Consulting

$40,770

NATIONWIDE2+ years

Service code 15 · EIN 31-1592130

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$23,986

PENSION ASSURANCE LLP2+ years

Filed as: PENSION SOLUTIONS, INC.

Service code 15 · EIN 73-1521434

9400 NORTH BROADWAY · OKLAHOMA CITY, OK 73114

Recordkeeping

$3,787

TOPOGRAPHIC, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TOPOGRAPHIC, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion