Retirement plan

H&E SERVICE CORPORATION 401(K) PLAN

Name: H&E SERVICE CORPORATION - H&E SERVICE CORPORATION 401(K) PLAN (2018) Form 5500
Creator: H&E SERVICE CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H&E SERVICE CORPORATION 401(K) PLAN, H&E SERVICE CORPORATION

H&E SERVICE CORPORATIONEIN 13-1950469Plan #001PY 2018

400 GARDEN CITY PLAZA SUITE 405 - GARDEN CITY, NY 11530646-472-1936LinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$842K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$379K

+31.1% from 2017

Total participants

0.0% from 2017

Average account balance

$126,380

+31.1% from 2017

Annual return

-7.93%

-94.53 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$910K

Not enough data

1 years with asset history on file

Average account balance

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

$228K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$159K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+17.17%

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 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

0 tripped

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

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

$126,380

$95,188+32.8%

$76,518+65.2%

$135,379-6.6%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

-7.93%

4.85%-12.8pp

-0.27%-7.7pp

519.79%-527.7pp

Employer contribution / active EE

$24,599

$3,303+644.8%

$2,647+829.2%

$4,779+414.7%

Participant deferral / active EE

$13,033

$4,640+180.9%

$3,836+239.8%

$5,609+132.4%

Admin fee / account holder

$6,249-100.0%

$4,849-100.0%

$10,828-100.0%

H&E SERVICE CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

H&E SERVICE CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion