Retirement plan

HD&W SAVINGS PLAN

Name: HAWKINS, DELAFIELD & WOOD, LLP - HD&W SAVINGS PLAN (2019) Form 5500
Creator: HAWKINS, DELAFIELD & WOOD, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HD&W SAVINGS PLAN, HAWKINS, DELAFIELD & WOOD, LLP

HAWKINS, DELAFIELD & WOOD, LLPEIN 13-5513990Plan #004PY 2019

7 WORLD TRADE CENTER, 250 GREENWICH ST - NEW YORK, NY 10007212-820-9300hawkins.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

1 filing

#001Retirement-$90.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.7M

+9.5% from 2018

Total participants

-14.3% from 2018

Average account balance

$188,028

+22.9% from 2018

Annual return

20.06%

+25.59 pp from 2018

Benchmarks

See 119,339 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,339 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.31M

Not enough data

1 years with asset history on file

Average account balance

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

$333K

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.

204.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$344K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+97.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10186

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 codes2E2F2G2J3D3H

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.
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

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

$1.0M

$77673 / participant

Other / not subdivided$1M100.0%

% of EOY assets

13.098%

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

$188,028

$157,296+19.5%

$141,191+33.2%

$152,897+23.0%

Participation rate

92.3%

84.8%+7.5pp

82.5%+9.8pp

82.5%+9.9pp

Annual return

20.06%

64.34%-44.3pp

71.41%-51.3pp

345.43%-325.4pp

Employer contribution / active EE

$5,262-100.0%

$4,736-100.0%

$4,764-100.0%

Participant deferral / active EE

$19,341

$7,111+172.0%

$6,710+188.2%

$5,851+230.5%

Admin fee / account holder

$24,628

$12,125+103.1%

$10,264+139.9%

$11,599+112.3%

HD&W SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HD&W 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