Retirement plan

TAHOE TRUCKEE DISPOSAL CO., INC. 401(K) PROFIT SHARING PLAN

Name: TAHOE TRUCKEE DISPOSAL CO., INC. - TAHOE TRUCKEE DISPOSAL CO., INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: TAHOE TRUCKEE DISPOSAL CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAHOE TRUCKEE DISPOSAL CO., INC. 401(K) PROFIT SHARING PLAN, TAHOE TRUCKEE DISPOSAL CO., INC.

TAHOE TRUCKEE DISPOSAL CO., INC.EIN 94-1580924Plan #001PY 2016

P.O. BOX 135 - TAHOE CITY, CA 96145530-583-0148ttsd.comLinkedIn1-10 employeeshuman resources

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$13.5M

+10.7% from 2015

Total participants

124

-0.8% from 2015

Average account balance

$109,362

+11.6% from 2015

Annual return

4.67%

+4.03 pp from 2015

Benchmarks

See 1,686 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,686 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.62M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

162

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.

87.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.47M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+10.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$217

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 4 by compensation

Provider	Service type	Compensation
CAMPBELL TAYLOR & COMPANY1 year Service code 10 3741 DOUGLAS BLVD, SUITE 350 · ROSEVILLE, CA 95661	Accounting	$14,498
ROYAL ALLIANCE ASSOCIATES INC1 year Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 GENOVESE BURFORD AND BROTHERS · SACRAMENTO, CA 95815	Advisory (Plan)	$13,109
NATIONAL RETIREMENT SERVICES, INC.1 year Service code 17 5832 BOLSA AVE, SUITE 100 · HUNTINGTON BEACH, CA 92649	Pension Consulting	$7,600
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 COMPANY, INC. · LOS ANGELES, CA 90071	Recordkeeping	$275

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$22K

$217 / participant

Other / not subdivided$22K100.0%

% of EOY assets

0.166%

all-in expense ratio

Categories reported

0 / 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: CAMPBELL TAYLOR & COMPANY
Auditor EIN: 680251243
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$109,362

$43,423+151.9%

$78,676+39.0%

$55,167+98.2%

Participation rate

99.0%

68.0%+31.0pp

73.6%+25.5pp

69.0%+30.0pp

Annual return

4.67%

11.53%-6.9pp

62.19%-57.5pp

169.23%-164.6pp

Employer contribution / active EE

$8,008

$1,997+301.0%

$2,850+181.0%

$1,963+308.0%

Participant deferral / active EE

$2,534

$2,509+1.0%

$3,517-27.9%

$3,054-17.0%

Admin fee / account holder

$182

$416-56.3%

$4,510-96.0%

$504-63.9%

Provider

Service type

Compensation

CAMPBELL TAYLOR & COMPANY1 year

Service code 10

3741 DOUGLAS BLVD, SUITE 350 · ROSEVILLE, CA 95661

Accounting

$14,498

ROYAL ALLIANCE ASSOCIATES INC1 year

Filed as: ROYAL ALLIANCE ASSOCIATES, INC.

Service code 27

GENOVESE BURFORD AND BROTHERS · SACRAMENTO, CA 95815

Advisory (Plan)

$13,109

NATIONAL RETIREMENT SERVICES, INC.1 year

Service code 17

5832 BOLSA AVE, SUITE 100 · HUNTINGTON BEACH, CA 92649

Pension Consulting

$7,600

AMERICAN FUNDS2+ years

Filed as: CAPITAL RESEARCH AND MANAGEMENT

Service code 15

COMPANY, INC. · LOS ANGELES, CA 90071

Recordkeeping

$275

TAHOE TRUCKEE DISPOSAL CO., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAHOE TRUCKEE DISPOSAL CO., INC. 401(K) PROFIT SHARING PLAN

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