Retirement plan

TTT WEST COAST, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: TTT WEST COAST, INC. - TTT WEST COAST, INC. 401(K) RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: TTT WEST COAST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TTT WEST COAST, INC. 401(K) RETIREMENT SAVINGS PLAN, TTT WEST COAST, INC.

TTT WEST COAST, INC.EIN 95-4448498Plan #001PY 2017

3500 W. OLIVE, SUITE 1000 - BURBANK, CA 91505818-972-0787

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$28.2M

+20.5% from 2016

Total participants

683

+0.9% from 2016

Average account balance

$83,164

+17.3% from 2016

Annual return

22.97%

+15.73 pp from 2016

Benchmarks

See 238 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants250-999

Cohort238 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 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

-25.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 3 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524	Advisory (Plan)	$11,214
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934	Accounting	$1,860
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$1,013

Plan features & details

Pension benefit codes2F2G2J2T3F3D3H

Plan features

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.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$14K

$25 / participant

Investment mgmt$11K79.6%
Contract admin$1K7.2%
Other / not subdivided$2K13.2%

% of EOY assets

0.050%

all-in expense ratio

Categories reported

2 / 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: PENSION ASSURANCE LLP
Auditor EIN: 300840934
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,164

$68,544+21.3%

$115,752-28.2%

$69,631+19.4%

Participation rate

40.0%

74.0%-34.0pp

77.8%-37.8pp

70.7%-30.7pp

Annual return

22.97%

20.97%+2.0pp

19.41%+3.6pp

27571.02%-27548.1pp

Employer contribution / active EE

$2,400-100.0%

$3,492-100.0%

$2,032-100.0%

Participant deferral / active EE

$3,711

$3,887-4.5%

$5,204-28.7%

$3,224+15.1%

Admin fee / account holder

$42

$90-54.0%

$6,278-99.3%

$110-62.4%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.3+ years

Filed as: STRATEGIC ADVISORS

Service code 27 · EIN 04-2654524

Advisory (Plan)

$11,214

PENSION ASSURANCE LLP1 year

Service code 10 · EIN 30-0840934

Accounting

$1,860

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$1,013

TTT WEST COAST, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TTT WEST COAST, INC. 401(K) RETIREMENT SAVINGS 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