Retirement plan

THE HYDE GROUP EMPLOYEE PROFIT SHARING AND 401(K)

Name: HYDE GROUP, INC. - THE HYDE GROUP EMPLOYEE PROFIT SHARING AND 401(K) (2017) Form 5500
Creator: HYDE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE HYDE GROUP EMPLOYEE PROFIT SHARING AND 401(K), HYDE GROUP, INC.

HYDE GROUP, INC.EIN 04-1465900Plan #001PY 2017

54 EASTFORD ROAD - SOUTHBRIDGE, MA 01550644-344-2215

Prospect flagsFailed to transmit contributions

Top hat statement on fileNQDC

Filed December 22, 1992

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$21M

+20.0% from 2016

Total participants

151

+15.3% from 2016

Average account balance

$140,979

+5.5% from 2016

Annual return

20.49%

+8.84 pp from 2016

Benchmarks

See 4,147 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,147 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$24.82M

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

167

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.

74.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.03M

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

+13.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$473

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

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Service providers

Top 9 by compensation

Provider	Service type	Compensation
DIMEO SCHNEIDER & ASSOCIATES LLC1 year Filed as: FIDUCIARY INVESTMENT SERVICES Service code 16	Consulting	$8,814
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$90
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
FIDUCIARY INVESTMENT ADVISORS1 year Service code 16 · EIN 20-4751585	Consulting	$0
NATIONWIDE1 year Service code 52 · EIN 36-2434406	Indirect Investment Fees	$0
OPPENHEIMER1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
RIDGEWORTH1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396	Indirect Investment Fees	$0
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2G2K3D3H2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$90

$1 / participant

Contract admin$7583.3%
Other / not subdivided$1516.7%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BOLLUS LYNCH
Auditor EIN: 043037870
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$140,979

$64,909+117.2%

$82,313+71.3%

$62,292+126.3%

Participation rate

98.4%

74.9%+23.5pp

76.9%+21.5pp

69.5%+28.9pp

Annual return

20.49%

21.18%-0.7pp

25.88%-5.4pp

28.90%-8.4pp

Employer contribution / active EE

$3,313

$1,676+97.7%

$2,428+36.4%

$2,042+62.2%

Participant deferral / active EE

$3,160

$3,103+1.8%

$3,706-14.7%

$3,169-0.3%

Admin fee / account holder

$440-99.9%

$5,608-100.0%

$479-99.9%

Provider

Service type

Compensation

DIMEO SCHNEIDER & ASSOCIATES LLC1 year

Filed as: FIDUCIARY INVESTMENT SERVICES

Service code 16

Consulting

$8,814

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$90

AMERICAN FUNDS1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

FIDUCIARY INVESTMENT ADVISORS1 year

Service code 16 · EIN 20-4751585

Consulting

NATIONWIDE1 year

Service code 52 · EIN 36-2434406

Indirect Investment Fees

OPPENHEIMER1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

RIDGEWORTH1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE

Service code 52 · EIN 56-2294396

Indirect Investment Fees

WELLS FARGO BANK, N.A.3+ years

Filed as: WELLS FARGO GALLIARD

Service code 52 · EIN 94-6751924

Indirect Investment Fees

THE HYDE GROUP EMPLOYEE PROFIT SHARING AND 401(K)

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE HYDE GROUP EMPLOYEE PROFIT SHARING AND 401(K)

Top hat statement on fileNQDC

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