Retirement plan

HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN

Name: HARTFIELD, TITUS & DONNELLY, LLC - HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN (2017) Form 5500
Creator: HARTFIELD, TITUS & DONNELLY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN, HARTFIELD, TITUS & DONNELLY, LLC

HARTFIELD, TITUS & DONNELLY, LLCEIN 22-3681421Plan #002PY 2017

111 TOWN SQUARE PLACE SUITE 1430 - JERSEY CITY, NJ 07310201-217-8056htdonline.comLinkedIn51-200 employeesfinancial services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$17.3M

+14.3% from 2016

Total participants

-2.2% from 2016

Average account balance

$243,363

+14.3% from 2016

Annual return

17.46%

+9.69 pp from 2016

Benchmarks

See 7,574 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,574 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.43M

Not enough data

1 years with asset history on file

Average account balance

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

$547K

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.

86.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$704K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+19.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35119

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 codes2E2F2J2G3D

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.

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

$1.2M

$16212 / participant

Other / not subdivided$1M100.0%

% of EOY assets

7.037%

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

$243,363

$100,060+143.2%

$149,721+62.5%

$70,126+247.0%

Participation rate

78.7%

83.6%-4.9pp

87.1%-8.4pp

69.5%+9.1pp

Annual return

17.46%

27.46%-10.0pp

1501.67%-1484.2pp

73.15%-55.7pp

Employer contribution / active EE

$3,661-100.0%

$5,444-100.0%

$2,343-100.0%

Participant deferral / active EE

$9,885

$4,982+98.4%

$6,568+50.5%

$3,332+196.7%

Admin fee / account holder

$17,125

$8,285+106.7%

$11,282+51.8%

$4,645+268.6%

HARTFIELD, TITUS & DONNELLY, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARTFIELD, TITUS & DONNELLY, LLC 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