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 (2018) 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 2018

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

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

+16.0% from 2017

Total participants

0.0% from 2017

Average account balance

$1,170,286

+16.0% from 2017

Annual return

17.89%

-1.74 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

$77K

$38715 / participant

Other / not subdivided$77K100.0%

% of EOY assets

3.308%

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

$1,170,286

$138,076+747.6%

$123,553+847.2%

$135,380+764.4%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

17.89%

153.70%-135.8pp

119.21%-101.3pp

519.81%-501.9pp

Employer contribution / active EE

$4,563

$5,152-11.4%

$4,628-1.4%

$4,779-4.5%

Participant deferral / active EE

$15,500

$6,800+128.0%

$6,426+141.2%

$5,609+176.3%

Admin fee / account holder

$38,715

$10,917+254.6%

$9,284+317.0%

$10,828+257.5%

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