Retirement plan

HCOS GROUP LLC 401(K) PLAN

Name: HCOS GROUP, LLC - HCOS GROUP LLC 401(K) PLAN (2019) Form 5500
Creator: HCOS GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HCOS GROUP LLC 401(K) PLAN, HCOS GROUP, LLC

HCOS GROUP, LLCEIN 27-1535451Plan #001PY 2019

1550 LIBERTY RIDGE DRIVE, STE 330 - WAYNE, PA 19087610-321-1030

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$12.7M

No prior year

Total participants

272

No prior year

Average account balance

$52,636

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-99.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 1 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576	Custodial (securities); Direct paymen...	$14,411

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$44K

$186 / participant

Contract admin$14K33.1%
Other / not subdivided$29K66.9%

% of EOY assets

0.343%

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: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,636

$89,652-41.3%

$141,191-62.7%

$65,185-19.3%

Participation rate

86.8%

74.7%+12.0pp

82.5%+4.3pp

70.2%+16.6pp

Annual return

0.00%

32.79%-32.8pp

71.41%-71.4pp

29.38%-29.4pp

Employer contribution / active EE

$5,415

$3,065+76.7%

$4,736+14.3%

$2,177+148.8%

Participant deferral / active EE

$6,693

$5,691+17.6%

$6,710-0.3%

$3,514+90.5%

Admin fee / account holder

$181

$569-68.2%

$10,264-98.2%

$847-78.7%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP1+ years

Service code 12 · EIN 93-1253576

Custodial (securities); Direct paymen...

$14,411

HCOS GROUP LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HCOS GROUP LLC 401(K) 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