Retirement plan

HAMPTON JITNEY, INC. SAVINGS & INVESTMENT PROFIT SHARING PLAN

Name: HAMPTON JITNEY, INC. - HAMPTON JITNEY, INC. SAVINGS & INVESTMENT PROFIT SHARING PLAN (2016) Form 5500
Creator: HAMPTON JITNEY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAMPTON JITNEY, INC. SAVINGS & INVESTMENT PROFIT SHARING PLAN, HAMPTON JITNEY, INC.

HAMPTON JITNEY, INC.EIN 11-2330835Plan #001PY 2016

253 EDWARDS AVENUE - CALVERTON, NY 11933631-283-4600hamptonjitney.comLinkedIn201-500 employeesleisure, travel & tourism

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.5M

+11.9% from 2015

Total participants

198

+3.7% from 2015

Average account balance

$42,561

+8.2% from 2015

Annual return

6.54%

+6.70 pp from 2015

Benchmarks

See 1,015 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,015 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.70M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

157

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.

81.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$772K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$298

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ASSOCIATED PENSION CONSULTANTS2+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 15 · EIN 11-3271022 6800 JERICHO TURNPIKE · SYOSSET, NY 11791	Recordkeeping	$3,560
ASSOCIATED PENSION CONSULTANTS2+ years Filed as: ASSOCIATED PENSIONS CONSULTANTS Service code 15 · EIN 11-3271022 6800 JERICHO TURNPIKE · SYOSSET, NY 11791	Recordkeeping	$1,742

Plan features & details

Pension benefit codes2E2G2J2K3D3H2F

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$4K

$23 / participant

Contract admin$4K100.0%

% of EOY assets

0.057%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DEMARCO & NESI LLC
Auditor EIN: 272983355
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,561

$44,425-4.2%

$67,834-37.3%

$55,167-22.9%

Participation rate

71.9%

59.7%+12.2pp

68.8%+3.1pp

69.0%+2.9pp

Annual return

6.54%

17.80%-11.3pp

138.47%-131.9pp

169.23%-162.7pp

Employer contribution / active EE

$673

$1,351-50.2%

$2,403-72.0%

$1,963-65.7%

Participant deferral / active EE

$2,809

$2,166+29.7%

$3,160-11.1%

$3,054-8.0%

Admin fee / account holder

$24

$530-95.5%

$4,622-99.5%

$504-95.2%

Provider

Service type

Compensation

ASSOCIATED PENSION CONSULTANTS2+ years

Filed as: ASSOCIATED PENSION CONSULTANTS, INC

Service code 15 · EIN 11-3271022

6800 JERICHO TURNPIKE · SYOSSET, NY 11791

Recordkeeping

$3,560

ASSOCIATED PENSION CONSULTANTS2+ years

Filed as: ASSOCIATED PENSIONS CONSULTANTS

Service code 15 · EIN 11-3271022

6800 JERICHO TURNPIKE · SYOSSET, NY 11791

Recordkeeping

$1,742

HAMPTON JITNEY, INC. SAVINGS & INVESTMENT PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAMPTON JITNEY, INC. SAVINGS & INVESTMENT 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