Retirement plan

TROXELL COMMUNICATIONS, INC. 401(K) PSP

Name: TROXELL COMMUNICATIONS, INC. - TROXELL COMMUNICATIONS, INC. 401(K) PSP (2020) 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 2020

4675 EAST COTTON CENTER BLVD., SUITE 155 - PHOENIX, AZ 85040602-437-7240

Prospect flagsLow participationCorrective distributions

How to read this page

Total assets (EOY)

$14.7M

+8.2% from 2019

Total participants

206

+1.0% from 2019

Average account balance

$100,596

+17.1% from 2019

Annual return

11.19%

-8.69 pp from 2019

Benchmarks

See 1,687 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,687 peers

Snapshot2020

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 7 by compensation

Provider	Service type	Compensation
GLOBAL RETIREMENT PARTNERS LLC4 years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903	Advisory (Plan)	$36,950
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$22,674
MAYER HOFFMAN MCCANN P.C.1 year Filed as: MAYER HOFFMAN MCCANN PC Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018	Accounting	$17,000
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 · EIN 25-1802421	Contract Administrator	$8,739
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380	Contract Administrator	$651
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$0
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$41K

$243 / participant

Contract admin$41K100.0%

% of EOY assets

0.280%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$100,596

$66,124+52.1%

$90,430+11.2%

$73,493+36.9%

Participation rate

64.5%

69.7%-5.2pp

72.7%-8.2pp

70.7%-6.2pp

Annual return

11.19%

17.65%-6.5pp

1293.73%-1282.5pp

28.51%-17.3pp

Employer contribution / active EE

$2,346-100.0%

$3,262-100.0%

$2,270-100.0%

Participant deferral / active EE

$3,737

$3,039+23.0%

$3,963-5.7%

$3,740-0.1%

Admin fee / account holder

$282

$396-28.9%

$5,613-95.0%

$513-45.1%

Provider

Service type

Compensation

GLOBAL RETIREMENT PARTNERS LLC4 years

Service code 27

4340 REDWOOD HWY · SAN RAFAEL, CA 94903

Advisory (Plan)

$36,950

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: ADVISED ASSETS GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$22,674

MAYER HOFFMAN MCCANN P.C.1 year

Filed as: MAYER HOFFMAN MCCANN PC

Service code 10

1065 AVENUE OF AMERICAS · NEW YORK, NY 10018

Accounting

$17,000

EPIC RETIREMENT PLAN SERVICES6+ years

Filed as: CAPITAL RETIREMENT PLAN SERVICES

Service code 13 · EIN 25-1802421

Contract Administrator

$8,739

DEFINITI LLC1 year

Service code 13

2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380

Contract Administrator

$651

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: GWFS EQUITIES INC

Service code 59

8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Shareholder Servicing

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