Retirement plan

ROBT. W. HALL CONSULTING ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

Name: ROBT. W. HALL CONSULTING ENGINEERING, INC. - ROBT. W. HALL CONSULTING ENGINEERING, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: ROBT. W. HALL CONSULTING ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROBT. W. HALL CONSULTING ENGINEERING, INC. 401(K) PROFIT SHARING PLAN, ROBT. W. HALL CONSULTING ENGINEERING, INC.

ROBT. W. HALL CONSULTING ENGINEERING, INC.EIN 04-2392628Plan #002PY 2017

540 MEADOW STREET EXTENSION - AGAWAM, MA 01001413-789-0960LinkedIn11-50 employeesarchitecture & planning

Other plans on this EIN

1 filing

#003Retirement-$25K assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

+19.9% from 2016

Total participants

-18.2% from 2016

Average account balance

$252,373

+46.6% from 2016

Annual return

13.98%

+5.65 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.92M

Not enough data

1 years with asset history on file

Average account balance

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

$280K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$174K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+10.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24607

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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

$46K

$5145 / participant

Other / not subdivided$46K100.0%

% of EOY assets

2.039%

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

$252,373

$150,447+67.7%

$136,298+85.2%

$147,586+71.0%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

13.98%

1049.15%-1035.2pp

5156.27%-5142.3pp

578.59%-564.6pp

Employer contribution / active EE

$8,357

$5,256+59.0%

$4,696+78.0%

$4,876+71.4%

Participant deferral / active EE

$9,333

$6,631+40.8%

$6,247+49.4%

$5,439+71.6%

Admin fee / account holder

$5,145

$10,906-52.8%

$9,244-44.3%

$10,886-52.7%

ROBT. W. HALL CONSULTING ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROBT. W. HALL CONSULTING ENGINEERING, 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