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 (2017) 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 2017

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

Prospect flagsLow returnsHigh feesLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$3.3M

+15.7% from 2016

Total participants

-51.7% from 2016

Average account balance

$112,135

+139.4% from 2016

Annual return

10.91%

+13.86 pp from 2016

Benchmarks

See 2,903 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,903 peers

Snapshot2017

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 codes2G2J2R2T3D2E2F

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

4 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$18K

$615 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.549%

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

$112,135

$64,359+74.2%

$90,161+24.4%

$70,126+59.9%

Participation rate

100.0%

70.4%+29.6pp

76.9%+23.1pp

69.5%+30.5pp

Annual return

10.91%

28.13%-17.2pp

34.89%-24.0pp

73.15%-62.2pp

Employer contribution / active EE

$33

$2,046-98.4%

$3,318-99.0%

$2,343-98.6%

Participant deferral / active EE

$4,768

$4,389+8.6%

$5,287-9.8%

$3,332+43.1%

Admin fee / account holder

$615

$3,945-84.4%

$5,943-89.6%

$4,645-86.8%

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