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 (2020) 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 2020

815 N STADIUM WAY - TACOMA, WA 98403253-377-0492

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.1M

+14.1% from 2019

Total participants

0.0% from 2019

Average account balance

$1,560,069

+14.1% from 2019

Annual return

11.71%

-6.39 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

$5K

$2484 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.159%

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

$1,560,069

$165,399+843.2%

$149,745+941.8%

$158,982+881.3%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

11.71%

348.34%-336.6pp

276.72%-265.0pp

302.99%-291.3pp

Employer contribution / active EE

$7,050

$5,105+38.1%

$4,646+51.8%

$4,763+48.0%

Participant deferral / active EE

$26,000

$7,183+262.0%

$6,843+279.9%

$5,983+334.5%

Admin fee / account holder

$2,484

$10,811-77.0%

$9,312-73.3%

$11,252-77.9%

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