Retirement plan

HAVER SAVINGS PLAN

Name: HAVER ANALYTICS, INC. - HAVER SAVINGS PLAN (2016) Form 5500
Creator: HAVER ANALYTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAVER SAVINGS PLAN, HAVER ANALYTICS, INC.

HAVER ANALYTICS, INC.EIN 13-2965030Plan #001PY 2016

60 E 42ND STREET, SUITE. 3310 - NEW YORK, NY 10165212-986-9300haver.comLinkedIn51-200 employeesfinancial services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$17.2M

+17.6% from 2015

Total participants

109

+3.8% from 2015

Average account balance

$179,273

+1.7% from 2015

Annual return

9.09%

+7.89 pp from 2015

Benchmarks

See 2,876 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,876 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.45M

Not enough data

1 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

-105.74%

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$247K

$2714 / participant

Other / not subdivided$247K100.0%

% of EOY assets

1.435%

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

$179,273

$56,287+218.5%

$80,977+121.4%

$62,881+185.1%

Participation rate

85.7%

68.9%+16.8pp

75.8%+9.9pp

69.3%+16.4pp

Annual return

9.09%

22.13%-13.0pp

17.11%-8.0pp

20.14%-11.1pp

Employer contribution / active EE

$10,185

$1,943+424.2%

$3,715+174.2%

$2,281+346.5%

Participant deferral / active EE

$6,216

$4,196+48.2%

$5,696+9.1%

$3,203+94.1%

Admin fee / account holder

$2,573

$3,742-31.2%

$5,517-53.4%

$4,296-40.1%

HAVER SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAVER SAVINGS 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