Retirement plan

CARL D TEITGE, INC. PS AND AFFILIATES 401(K) PROFIT SHARING PLAN AND TRUST

Name: CARL D TEITGE, INC. PS - CARL D TEITGE, INC. PS AND AFFILIATES 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: CARL D TEITGE, INC. PS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARL D TEITGE, INC. PS AND AFFILIATES 401(K) PROFIT SHARING PLAN AND TRUST, CARL D TEITGE, INC. PS

CARL D TEITGE, INC. PSEIN 91-1180153Plan #002PY 2017

815 N STADIUM WAY - TACOMA, WA 98403253-383-9001

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2M

+15.4% from 2016

Total participants

0.0% from 2016

Average account balance

$1,008,477

+15.4% from 2016

Annual return

19.64%

+1.05 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.01M

Not enough data

1 years with asset history on file

Average account balance

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

$2.0M

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-2.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$709740

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 codes2E2J3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$106K

$52774 / participant

Other / not subdivided$106K100.0%

% of EOY assets

5.233%

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

$1,008,477

$150,447+570.3%

$136,298+639.9%

$147,586+583.3%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

19.64%

1049.15%-1029.5pp

5156.27%-5136.6pp

578.59%-559.0pp

Employer contribution / active EE

$3,750

$5,256-28.7%

$4,696-20.1%

$4,876-23.1%

Participant deferral / active EE

$12,000

$6,631+81.0%

$6,247+92.1%

$5,439+120.6%

Admin fee / account holder

$52,774

$10,906+383.9%

$9,244+470.9%

$10,886+384.8%

CARL D TEITGE, INC. PS AND AFFILIATES 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARL D TEITGE, INC. PS AND AFFILIATES 401(K) PROFIT SHARING PLAN AND TRUST

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