Retirement plan

VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN

Name: VANASSE HANGEN BRUSTLIN, INC. - VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN (2017) Form 5500
Creator: VANASSE HANGEN BRUSTLIN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN, VANASSE HANGEN BRUSTLIN, INC.

VANASSE HANGEN BRUSTLIN, INC.EIN 04-2931679Plan #001PY 2017

101 WALNUT ST - WATERTOWN, MA 02472617-924-1770

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$228.8M

+22.3% from 2016

Total participants

1,783

+7.4% from 2016

Average account balance

$131,437

+12.9% from 2016

Annual return

20.60%

+11.56 pp from 2016

Benchmarks

See 662 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort662 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$463.95M

Not enough data

1 years with asset history on file

Average account balance

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

$173K

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.

2,686

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.

97.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33.54M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$259

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 10 of 11 by compensation

Provider	Service type	Compensation
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611	Advisory (Plan)	$99,201
DICICCO, GULMAN & COMPANY LLP3+ years Filed as: DICICCO, GULMAN & COMPANY, LLP Service code 10 · EIN 04-3296226	Accounting	$18,000
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$16,890
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
CALVERT1 year Service code 52 · EIN 52-2236318	Indirect Investment Fees	$0
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833	Indirect Investment Fees	$0
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299	Indirect Investment Fees	$0
OPPENHEIMER1 year Service code 52 · EIN 22-3849391	Indirect Investment Fees	$0
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339	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

Plan features & details

Pension benefit codes2E2J2F2G2K3D2S2T

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.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$135K

$100 / participant

Investment mgmt$99K73.6%
Contract admin$17K12.5%
Other / not subdivided$19K13.9%

% of EOY assets

0.059%

all-in expense ratio

Categories reported

2 / 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: DICICCO, GULMAN & COMPANY, LLP
Auditor EIN: 043296226
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$131,437

$96,458+36.3%

$136,294-3.6%

$77,958+68.6%

Participation rate

96.9%

75.4%+21.5pp

81.9%+15.0pp

71.6%+25.2pp

Annual return

20.60%

23.78%-3.2pp

5155.94%-5135.3pp

20.87%-0.3pp

Employer contribution / active EE

$2,358

$3,144-25.0%

$4,695-49.8%

$2,310+2.1%

Participant deferral / active EE

$7,677

$5,902+30.1%

$6,247+22.9%

$3,537+117.1%

Admin fee / account holder

$77

$80-3.8%

$9,243-99.2%

$97-20.5%

Provider

Service type

Compensation

LPL FINANCIAL3+ years

Filed as: LPL FINANCIAL - RP

Service code 27 · EIN 04-3046611

Advisory (Plan)

$99,201

DICICCO, GULMAN & COMPANY LLP3+ years

Filed as: DICICCO, GULMAN & COMPANY, LLP

Service code 10 · EIN 04-3296226

Accounting

$18,000

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$16,890

AMERICAN FUNDS1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

CALVERT1 year

Service code 52 · EIN 52-2236318

Indirect Investment Fees

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVESTMENTS

Service code 52 · EIN 04-6056833

Indirect Investment Fees

NORTHERN FUNDS1 year

Service code 52 · EIN 90-0342299

Indirect Investment Fees

OPPENHEIMER1 year

Service code 52 · EIN 22-3849391

Indirect Investment Fees

PIMCO FUNDS1 year

Service code 52 · EIN 95-2632339

Indirect Investment Fees

T ROWE PRICE RPS INC1 year

Filed as: T. ROWE PRICE

Service code 52 · EIN 56-2294396

Indirect Investment Fees

VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VANASSE HANGEN BRUSTLIN, INC. RETIREMENT 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