Retirement plan

TROXELL COMMUNICATIONS, INC. 401(K) PSP

Name: TROXELL COMMUNICATIONS, INC. - TROXELL COMMUNICATIONS, INC. 401(K) PSP (2015) Form 5500
Creator: TROXELL COMMUNICATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TROXELL COMMUNICATIONS, INC. 401(K) PSP, TROXELL COMMUNICATIONS, INC.

TROXELL COMMUNICATIONS, INC.EIN 86-0716114Plan #001PY 2015

4675 EAST COTTON CENTER BLVD., SUIT - PHOENIX, AZ 85040602-437-7240

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$11.6M

No prior year

Total participants

286

No prior year

Average account balance

$48,171

No prior year

Annual return

-1.85%

No prior year

Benchmarks

See 1,412 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,412 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.20M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

363

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.

58.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.59M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$509

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 2 by compensation

Provider	Service type	Compensation
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55	Other Commissions	$43,446
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 · EIN 25-1802421	Contract Administrator	$12,350

Plan features & details

Pension benefit codes2E2H2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$7K

$39 / participant

Contract admin$5K67.2%
Other / not subdivided$2K32.8%

% of EOY assets

0.062%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

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: MAYER HOFFMAN MCCANN, P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,171

$41,854+15.1%

$73,835-34.8%

$52,331-7.9%

Participation rate

75.3%

66.2%+9.0pp

73.4%+1.8pp

68.1%+7.2pp

Annual return

-1.85%

2.11%-4.0pp

2268.13%-2270.0pp

4.54%-6.4pp

Employer contribution / active EE

$1,920-100.0%

$2,788-100.0%

$1,882-100.0%

Participant deferral / active EE

$2,583

$2,498+3.4%

$3,583-27.9%

$3,022-14.5%

Admin fee / account holder

$30

$493-94.0%

$4,880-99.4%

$592-95.0%

Provider

Service type

Compensation

LPL FINANCIAL1+ years

Filed as: LPL FINANCIAL LLC

Service code 55

Other Commissions

$43,446

EPIC RETIREMENT PLAN SERVICES1+ years

Filed as: CAPITAL RETIREMENT PLAN SERVICES

Service code 13 · EIN 25-1802421

Contract Administrator

$12,350

TROXELL COMMUNICATIONS, INC. 401(K) PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TROXELL COMMUNICATIONS, INC. 401(K) PSP

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