Retirement plan

ARTHUR J. HURLEY COMPANY, INC. PROFIT SHARING PLAN

Name: ARTHUR J. HURLEY COMPANY, INC. - ARTHUR J. HURLEY COMPANY, INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: ARTHUR J. HURLEY COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARTHUR J. HURLEY COMPANY, INC. PROFIT SHARING PLAN, ARTHUR J. HURLEY COMPANY, INC.

ARTHUR J. HURLEY COMPANY, INC.EIN 04-2268095Plan #001PY 2020

2500 WASHINGTON STREET - ROXBURY, MA 02119617-442-9200hurleywire.comLinkedIn51-200 employeesutilities

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$23.8M

+18.9% from 2019

Total participants

+7.6% from 2019

Average account balance

$279,414

+10.5% from 2019

Annual return

12.29%

-9.06 pp from 2019

Benchmarks

See 14,882 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,882 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.54M

Not enough data

1 years with asset history on file

Average account balance

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

$397K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.44M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+13.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40261

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$329K

$4699 / participant

Other / not subdivided$329K100.0%

% of EOY assets

1.385%

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

$279,414

$78,425+256.3%

$95,956+191.2%

$79,858+249.9%

Participation rate

100.0%

73.5%+26.5pp

77.1%+22.9pp

69.6%+30.4pp

Annual return

12.29%

19.37%-7.1pp

91.63%-79.3pp

31.72%-19.4pp

Employer contribution / active EE

$20,211

$1,945+939.0%

$2,541+695.4%

$2,471+718.0%

Participant deferral / active EE

$3,296

$3,440-4.2%

$4,167-20.9%

$3,740-11.9%

Admin fee / account holder

$3,870

$5,622-31.2%

$6,797-43.1%

$5,306-27.1%

ARTHUR J. HURLEY COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARTHUR J. HURLEY COMPANY, INC. 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