Retirement plan

E.W. HANNAS, INC. 401(K) PLAN AND TRUST

Name: E.W. HANNAS, INC. - E.W. HANNAS, INC. 401(K) PLAN AND TRUST (2018) Form 5500
Creator: E.W. HANNAS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, E.W. HANNAS, INC. 401(K) PLAN AND TRUST, E.W. HANNAS, INC.

E.W. HANNAS, INC.EIN 11-2404496Plan #002PY 2018

2 BUSINESS PARK ROAD - OLD SAYBROOK, CT 06475860-434-9663ewhannas.comLinkedIn11-50 employeeswholesale

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+7.3% from 2017

Total participants

0.0% from 2017

Average account balance

$175,682

+7.3% from 2017

Annual return

7.77%

-2.28 pp from 2017

Benchmarks

See 8,254 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,254 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$545K

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+5.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

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

$100K

$20005 / participant

Other / not subdivided$100K100.0%

% of EOY assets

8.133%

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

$175,682

$99,032+77.4%

$80,022+119.5%

$135,380+29.8%

Participation rate

100.0%

78.4%+21.6pp

75.8%+24.2pp

82.6%+17.4pp

Annual return

7.77%

15.39%-7.6pp

11.22%-3.5pp

519.81%-512.0pp

Employer contribution / active EE

$12,822

$3,043+321.3%

$2,468+419.5%

$4,779+168.3%

Participant deferral / active EE

$3,925

$4,282-8.3%

$3,686+6.5%

$5,609-30.0%

Admin fee / account holder

$14,289

$10,436+36.9%

$6,521+119.1%

$10,828+32.0%

E.W. HANNAS, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

E.W. HANNAS, INC. 401(K) PLAN AND TRUST

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