Retirement plan

TDE 401(K) PLAN

Name: TEXAS DIABETES & ENDOCRINOLOGY PA - TDE 401(K) PLAN (2019) Form 5500
Creator: TEXAS DIABETES & ENDOCRINOLOGY PA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TDE 401(K) PLAN, TEXAS DIABETES & ENDOCRINOLOGY PA

TEXAS DIABETES & ENDOCRINOLOGY PAEIN 74-2999300Plan #001PY 2019

6500 N. MOPAC, BLDG 3, SUITE 200 - AUSTIN, TX 78731512-458-8400texasdiabetes.comLinkedIn51-200 employeeshospital & health care

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$9.6M

+28.4% from 2018

Total participants

143

+11.7% from 2018

Average account balance

$67,129

+14.9% from 2018

Annual return

21.71%

+27.79 pp from 2018

Benchmarks

See 1,705 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,705 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$17.87M

Not enough data

1 years with asset history on file

Average account balance

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

$121K

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.

148

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

$1.44M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$292

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
COMMONWEALTH FINANCIAL NETWORK2 years Service code 26 · EIN 42-0677551	Advisory (Participants)	$20,871
JOHN HANCOCK LIFE INSURANCE COMPANY2 years Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600	Recordkeeping	$1,249

Plan features & details

Pension benefit codes2A2E2G2J2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$2K

$18 / participant

Contract admin$1K62.3%
Other / not subdivided$75637.7%

% of EOY assets

0.021%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HOLTZMAN PARTNERS
Auditor EIN: 743121060
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,129

$51,620+30.0%

$90,281-25.6%

$65,185+3.0%

Participation rate

100.0%

68.6%+31.4pp

73.3%+26.7pp

70.2%+29.8pp

Annual return

21.71%

24.94%-3.2pp

78.10%-56.4pp

29.38%-7.7pp

Employer contribution / active EE

$4,107

$2,235+83.8%

$2,854+43.9%

$2,177+88.7%

Participant deferral / active EE

$3,759

$2,871+31.0%

$3,885-3.2%

$3,514+7.0%

Admin fee / account holder

$14

$384-96.4%

$5,351-99.7%

$847-98.3%

Provider

Service type

Compensation

COMMONWEALTH FINANCIAL NETWORK2 years

Service code 26 · EIN 42-0677551

Advisory (Participants)

$20,871

JOHN HANCOCK LIFE INSURANCE COMPANY2 years

Filed as: JOHN HANCOCK LIFE INS CO USA

Service code 15 · EIN 01-0233346

RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600

Recordkeeping

$1,249

TDE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TDE 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