Retirement plan

HCOS GROUP LLC 401(K) PLAN

Name: HCOS GROUP, LLC - HCOS GROUP LLC 401(K) PLAN (2020) 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 2020

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$18.9M

+48.9% from 2019

Total participants

312

+14.7% from 2019

Average account balance

$66,756

+26.8% from 2019

Annual return

25.30%

+25.30 pp from 2019

Benchmarks

See 2,819 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,819 peers

Snapshot2020

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 GROUP2+ years Service code 12 · EIN 93-1253576	Claims processing; Custodial (other t...	$31,776

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

$71K

$274 / participant

Contract admin$32K44.6%
Other / not subdivided$40K55.4%

% of EOY assets

0.378%

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

$66,756

$100,801-33.8%

$149,745-55.4%

$73,412-9.1%

Participation rate

88.9%

77.7%+11.2pp

82.5%+6.4pp

72.2%+16.7pp

Annual return

25.30%

265.34%-240.0pp

276.72%-251.4pp

59.30%-34.0pp

Employer contribution / active EE

$6,198

$3,312+87.2%

$4,646+33.4%

$2,234+177.5%

Participant deferral / active EE

$8,403

$6,404+31.2%

$6,843+22.8%

$3,806+120.8%

Admin fee / account holder

$253

$181+39.7%

$9,312-97.3%

$158+60.0%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP2+ years

Service code 12 · EIN 93-1253576

Claims processing; Custodial (other t...

$31,776

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