Retirement plan

GLENN O. HAWBAKER, INC. BENEFIT PLAN

Name: GLENN O. HAWBAKER, INC. - GLENN O. HAWBAKER, INC. BENEFIT PLAN (2015) Form 5500
Creator: GLENN O. HAWBAKER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GLENN O. HAWBAKER, INC. BENEFIT PLAN, GLENN O. HAWBAKER, INC.

GLENN O. HAWBAKER, INC.EIN 25-1150293Plan #002PY 2015

1952 WADDLE ROAD, PO BOX 135 - STATE COLLEGE, PA 16803814-237-1444goh-inc.comLinkedIn1001-5000 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$85.6M

No prior year

Total participants

1,416

No prior year

Average account balance

$63,009

No prior year

Annual return

0.11%

No prior year

Benchmarks

See 297 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort297 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$187.72M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

1,231

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.

99.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$271

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
WILMINGTON TRUST1+ years Filed as: MANUFACTURERS AND TRADERS TRUST Service code 21 · EIN 23-0340840 P. O. BOX 4623 · BUFFALO, NY 14240	Bank Trustee	$161,198
DUNBAR, BENDER & ZAPF, INC.1+ years Service code 13 · EIN 25-1650062	Contract Administrator	$13,000

Plan features & details

Pension benefit codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$175K

$142 / participant

Contract admin$175K100.0%

% of EOY assets

0.204%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

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: MCCALL, SCANLON & TICE
Auditor EIN: 262728289
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$63,009

$55,516+13.5%

$75,784-16.9%

$59,188+6.5%

Participation rate

95.4%

73.6%+21.7pp

75.8%+19.5pp

69.4%+25.9pp

Annual return

0.11%

-1.89%+2.0pp

9.68%-9.6pp

5.51%-5.4pp

Employer contribution / active EE

$4,681

$2,604+79.8%

$3,323+40.9%

$2,098+123.1%

Participant deferral / active EE

$1,925

$2,599-25.9%

$3,652-47.3%

$3,265-41.0%

Admin fee / account holder

$128

$110+16.8%

$5,300-97.6%

$92+39.3%

Provider

Service type

Compensation

WILMINGTON TRUST1+ years

Filed as: MANUFACTURERS AND TRADERS TRUST

Service code 21 · EIN 23-0340840

P. O. BOX 4623 · BUFFALO, NY 14240

Bank Trustee

$161,198

DUNBAR, BENDER & ZAPF, INC.1+ years

Service code 13 · EIN 25-1650062

Contract Administrator

$13,000

GLENN O. HAWBAKER, INC. BENEFIT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GLENN O. HAWBAKER, INC. BENEFIT 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