Retirement plan

H.S.C. MANAGEMENT CORP 401K PLAN

Name: H.S.C. MANAGEMENT CORP - H.S.C. MANAGEMENT CORP 401K PLAN (2020) Form 5500
Creator: H.S.C. MANAGEMENT CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H.S.C. MANAGEMENT CORP 401K PLAN, H.S.C. MANAGEMENT CORP

H.S.C. MANAGEMENT CORPEIN 13-2909633Plan #001PY 2020

102 GRAMATAN AVENUE - MOUNT VERNON, NY 10550914-237-1600LinkedIn11-50 employeesreal estate

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$678K

+28.0% from 2019

Total participants

+3.3% from 2019

Average account balance

$27,127

-33.4% from 2019

Annual return

10.84%

-9.46 pp from 2019

Benchmarks

See 3,715 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,715 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$894K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$329

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$51 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.227%

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

$27,127

$72,027-62.3%

$185,861-85.4%

$79,856-66.0%

Participation rate

80.0%

65.8%+14.2pp

78.0%+2.0pp

69.6%+10.4pp

Annual return

10.84%

23.13%-12.3pp

35.96%-25.1pp

31.71%-20.9pp

Employer contribution / active EE

$1,965-100.0%

$4,088-100.0%

$2,471-100.0%

Participant deferral / active EE

$3,087

$3,780-18.3%

$5,634-45.2%

$3,741-17.5%

Admin fee / account holder

$62

$4,513-98.6%

$9,503-99.4%

$5,306-98.8%

H.S.C. MANAGEMENT CORP 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H.S.C. MANAGEMENT CORP 401K 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