Retirement plan

H&R ELECTRIC CONTRACTOR, INC. PROFIT SHARING PLAN

Name: H&R ELECTRIC CONTRACTOR, INC. - H&R ELECTRIC CONTRACTOR, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: H&R ELECTRIC CONTRACTOR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H&R ELECTRIC CONTRACTOR, INC. PROFIT SHARING PLAN, H&R ELECTRIC CONTRACTOR, INC.

H&R ELECTRIC CONTRACTOR, INC.EIN 05-0487135Plan #001PY 2015

69 WEST GREENVILLE ROAD - GREENVILLE, RI 02828401-226-1900LinkedIn1-10 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$237K

No prior year

Total participants

No prior year

Average account balance

$47,409

No prior year

Annual return

-2.66%

No prior year

Benchmarks

See 30,162 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,162 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$402K

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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.

150.0%

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

+8.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$640

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 codes2E2J3D

Plan features

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$4K

$1314 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.663%

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

$47,409

$87,546-45.8%

$75,784-37.4%

$125,389-62.2%

Participation rate

100.0%

80.2%+19.8pp

75.8%+24.2pp

83.2%+16.8pp

Annual return

-2.66%

13.49%-16.1pp

9.68%-12.3pp

282.24%-284.9pp

Employer contribution / active EE

$1,052

$3,930-73.2%

$3,323-68.3%

$4,866-78.4%

Participant deferral / active EE

$4,230-100.0%

$3,652-100.0%

$5,352-100.0%

Admin fee / account holder

$788

$6,503-87.9%

$5,300-85.1%

$9,541-91.7%

H&R ELECTRIC CONTRACTOR, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H&R ELECTRIC CONTRACTOR, 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