Retirement plan

H. B. FRAZER COMPANY - PENNSYLVANIA DEFERRED COMPENSATION PLAN FOR RETIREMENT

Name: H. B. FRAZER COMPANY - H. B. FRAZER COMPANY - PENNSYLVANIA DEFERRED COMPENSATION PLAN FOR RETIREMENT (2016) Form 5500
Creator: H. B. FRAZER COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H. B. FRAZER COMPANY - PENNSYLVANIA DEFERRED COMPENSATION PLAN FOR RETIREMENT, H. B. FRAZER COMPANY

H. B. FRAZER COMPANYEIN 23-1725864Plan #001PY 2016

514 SHOEMAKER ROAD - KING OF PRUSSIA, PA 194063522610-768-0400hbfrazer.comLinkedIn51-200 employeesconstruction

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$11.4M

No prior year

Total participants

No prior year

Average account balance

$258,638

No prior year

Annual return

5.75%

No prior year

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.08M

Not enough data

1 years with asset history on file

Average account balance

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

$340K

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.

147.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$957K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+12.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17409

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$377K

$13959 / participant

Other / not subdivided$377K100.0%

% of EOY assets

3.312%

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

$258,638

$56,894+354.6%

$84,753+205.2%

$62,881+311.3%

Participation rate

100.0%

68.5%+31.5pp

76.6%+23.4pp

69.3%+30.7pp

Annual return

5.75%

6.30%-0.5pp

22.78%-17.0pp

20.14%-14.4pp

Employer contribution / active EE

$8,128

$2,400+238.7%

$3,574+127.4%

$2,281+256.4%

Participant deferral / active EE

$4,063

$2,709+50.0%

$3,712+9.5%

$3,203+26.9%

Admin fee / account holder

$8,566

$3,581+139.2%

$5,333+60.6%

$4,296+99.4%

H. B. FRAZER COMPANY - PENNSYLVANIA DEFERRED COMPENSATION PLAN FOR RETIREMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H. B. FRAZER COMPANY - PENNSYLVANIA DEFERRED COMPENSATION PLAN FOR RETIREMENT

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