Retirement plan

TROIKA DESIGN GROUP, INC. 401(K) PROFIT SHARING PLAN

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

TROIKA DESIGN GROUP, INC.EIN 95-4854560Plan #003PY 2016

101 S. LA BREA AVENUE - LOS ANGELES, CA 90036323-965-1650LinkedIn51-200 employeesmotion pictures and film

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

No prior year

Total participants

No prior year

Average account balance

$46,844

No prior year

Annual return

-2.94%

No prior year

Benchmarks

See 2,877 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,877 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.63M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

5.0%

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

+13.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1592

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 codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$445K

$7946 / participant

Other / not subdivided$445K100.0%

% of EOY assets

15.831%

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

$46,844

$56,277-16.8%

$80,976-42.2%

$62,891-25.5%

Participation rate

100.0%

69.0%+31.0pp

75.8%+24.2pp

69.3%+30.7pp

Annual return

-2.94%

22.12%-25.1pp

17.10%-20.0pp

20.14%-23.1pp

Employer contribution / active EE

$1,417

$1,943-27.1%

$3,714-61.9%

$2,281-37.9%

Participant deferral / active EE

$2,480

$4,195-40.9%

$5,696-56.5%

$3,203-22.6%

Admin fee / account holder

$7,416

$3,741+98.3%

$5,516+34.4%

$4,296+72.6%

TROIKA DESIGN GROUP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TROIKA DESIGN GROUP, 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