Retirement plan

TRIAX MARKETING AND SALES, LLC. 401(K) PROFIT SHARING PLAN

Name: TRIAX MARKETING AND SALES, LLC. - TRIAX MARKETING AND SALES, LLC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: TRIAX MARKETING AND SALES, LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIAX MARKETING AND SALES, LLC. 401(K) PROFIT SHARING PLAN, TRIAX MARKETING AND SALES, LLC.

TRIAX MARKETING AND SALES, LLC.EIN 81-3040689Plan #001PY 2017

6405 PADERBORNE DR. - HUDSON, OH 44236330-301-2000

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$462K

No prior year

Total participants

No prior year

Average account balance

$461,850

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 21,290 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,290 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$458K

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

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+21.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2F2G3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$1446 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.313%

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

$461,850

$98,240+370.1%

$82,312+461.1%

$147,586+212.9%

Participation rate

100.0%

79.7%+20.3pp

76.9%+23.1pp

82.8%+17.2pp

Annual return

0.00%

30.85%-30.9pp

25.88%-25.9pp

578.59%-578.6pp

Employer contribution / active EE

$8,709

$3,192+172.9%

$2,428+258.6%

$4,876+78.6%

Participant deferral / active EE

$19,305

$4,383+340.4%

$3,706+420.9%

$5,439+255.0%

Admin fee / account holder

$1,446

$8,563-83.1%

$5,608-74.2%

$10,886-86.7%

TRIAX MARKETING AND SALES, LLC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIAX MARKETING AND SALES, LLC. 401(K) PROFIT SHARING 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