Retirement plan

TARLTON & SON, INC. 401(K) RETIREMENT PLAN

Name: TARLTON & SON, INC. - TARLTON & SON, INC. 401(K) RETIREMENT PLAN (2016) Form 5500
Creator: TARLTON & SON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TARLTON & SON, INC. 401(K) RETIREMENT PLAN, TARLTON & SON, INC.

TARLTON & SON, INC.EIN 94-2523650Plan #001PY 2016

3562 S. ELM AVE. - FRESNO, CA 93706559-486-0584

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$4.5M

No prior year

Total participants

106

No prior year

Average account balance

$148,484

No prior year

Annual return

5.47%

No prior year

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.22M

Not enough data

1 years with asset history on file

Average account balance

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

$323K

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.

36.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$735K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8492

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 codes2G2J2T3D

Plan features

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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$7K

$69 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.152%

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

$148,484

$56,894+161.0%

$84,753+75.2%

$62,881+136.1%

Participation rate

22.4%

68.5%-46.1pp

76.6%-54.1pp

69.3%-46.9pp

Annual return

5.47%

6.30%-0.8pp

22.78%-17.3pp

20.14%-14.7pp

Employer contribution / active EE

$902

$2,400-62.4%

$3,574-74.8%

$2,281-60.4%

Participant deferral / active EE

$2,048

$2,709-24.4%

$3,712-44.8%

$3,203-36.1%

Admin fee / account holder

$225

$3,581-93.7%

$5,333-95.8%

$4,296-94.8%

TARLTON & SON, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TARLTON & SON, INC. 401(K) RETIREMENT 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