Retirement plan

HIREVUE RETIREMENT TRUST

Name: HIREVUE, INC. - HIREVUE RETIREMENT TRUST (2016) Form 5500
Creator: HIREVUE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HIREVUE RETIREMENT TRUST, HIREVUE, INC.

HIREVUE, INC.EIN 20-2438190Plan #001PY 2016

10876 S RIVER FRONT PKWY STE 500 - SOUTH JORDAN, UT 840955929385-275-1942hirevue.comLinkedIn201-500 employeescomputer software

Prospect flagsHigh cashLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$5.4M

+53.0% from 2015

Total participants

190

-19.8% from 2015

Average account balance

$47,883

+88.5% from 2015

Annual return

16.11%

+15.30 pp from 2015

Benchmarks

See 4,221 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,221 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$41.08M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

443

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.

82.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+17.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$165

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
UBIQUITY2+ years Service code 15 1160 BATTERY STREET · SAN FRANCISCO, CA 94111	Recordkeeping	$2,545
FIDELITY INVESTMENTS INSTITUTIONAL1 year Service code 60 · EIN 04-2647786	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$3K

$13 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.047%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,883

$60,165-20.4%

$74,184-35.5%

$55,167-13.2%

Participation rate

58.9%

74.2%-15.2pp

76.6%-17.7pp

69.0%-10.0pp

Annual return

16.11%

10.00%+6.1pp

17.74%-1.6pp

169.23%-153.1pp

Employer contribution / active EE

$3,580

$1,600+123.8%

$2,370+51.1%

$1,963+82.4%

Participant deferral / active EE

$5,964

$2,973+100.6%

$3,550+68.0%

$3,054+95.3%

Admin fee / account holder

$23

$419-94.6%

$5,586-99.6%

$504-95.5%

Provider

Service type

Compensation

UBIQUITY2+ years

Service code 15

1160 BATTERY STREET · SAN FRANCISCO, CA 94111

Recordkeeping

$2,545

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Service code 60 · EIN 04-2647786

Sub-TA Fees

HIREVUE RETIREMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HIREVUE RETIREMENT 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