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 (2022) 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 2022

300 OPPORTUNITY WAY - PHOENIXVILLE, PA 19460610-768-0400hbfrazer.comLinkedIn51-200 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.5M

-29.5% from 2021

Total participants

-1.8% from 2021

Average account balance

$241,419

-28.2% from 2021

Annual return

-11.96%

-23.47 pp from 2021

Benchmarks

See 17,344 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort17,344 peers

Snapshot2022

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

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

$4.4M

$112576 / participant

Other / not subdivided$4M100.0%

% of EOY assets

32.475%

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

$241,419

$64,719+273.0%

$112,249+115.1%

$68,486+252.5%

Participation rate

100.0%

67.2%+32.8pp

75.1%+24.9pp

67.9%+32.1pp

Annual return

-11.96%

-11.40%-0.6pp

27.48%-39.4pp

-7.85%-4.1pp

Employer contribution / active EE

$18,210

$2,747+563.0%

$3,636+400.8%

$2,597+601.3%

Participant deferral / active EE

$5,728

$3,565+60.7%

$4,729+21.1%

$4,028+42.2%

Admin fee / account holder

$78,401

$5,232+1398.4%

$6,412+1122.7%

$5,404+1350.8%

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