Retirement plan

F. C. HAAB CO., INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN

Name: F. C. HAAB COMPANY, INC. - F. C. HAAB CO., INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN (2017) Form 5500
Creator: F. C. HAAB COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, F. C. HAAB CO., INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN, F. C. HAAB COMPANY, INC.

F. C. HAAB COMPANY, INC.EIN 23-1269582Plan #001PY 2017

225 CITY AVENUE, SUITE 105 - BALA CYNWYD, PA 19004215-563-0800fchaab.comLinkedIn11-50 employeesoil & energy

Other plans on this EIN

1 filing

#002Retirement-$117K assets

Prospect flagsLow returnsHigh cash

How to read this page

Total assets (EOY)

$18.4M

+6.8% from 2016

Total participants

222

-22.9% from 2016

Average account balance

$83,400

+16.5% from 2016

Annual return

11.44%

+11.01 pp from 2016

Benchmarks

See 420 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort420 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.51M

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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.

144

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.

96.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+10.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$387

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
PNC BANK, N.A.2+ years Service code 59 · EIN 25-1211909	Shareholder Servicing	$0
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J3D

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,400

$47,448+75.8%

$94,993-12.2%

$62,293+33.9%

Participation rate

99.2%

66.5%+32.7pp

73.9%+25.3pp

69.5%+29.7pp

Annual return

11.44%

22.64%-11.2pp

27.14%-15.7pp

28.90%-17.5pp

Employer contribution / active EE

$1,463

$1,300+12.5%

$2,603-43.8%

$2,042-28.4%

Participant deferral / active EE

$4,527

$2,375+90.6%

$3,317+36.5%

$3,169+42.8%

Admin fee / account holder

$434-100.0%

$4,960-100.0%

$479-100.0%

Provider

Service type

Compensation

PNC BANK, N.A.2+ years

Service code 59 · EIN 25-1211909

Shareholder Servicing

PNC BANK, N.A.2+ years

Filed as: PNC BANK, NATIONAL ASSOCIATION

Service code 59

Shareholder Servicing

F. C. HAAB CO., INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

F. C. HAAB CO., INC. CONSOLIDATED PROFIT SHARING AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion