Retirement plan

HAMILTON SORTER COMPANY, INC. 401(K) SAVINGS PLAN

Name: WORKSTREAM, INC. DBA HAMILTON SORTER COMPANY, INC. - HAMILTON SORTER COMPANY, INC. 401(K) SAVINGS PLAN (2015) Form 5500
Creator: WORKSTREAM, INC. DBA HAMILTON SORTER COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAMILTON SORTER COMPANY, INC. 401(K) SAVINGS PLAN, WORKSTREAM, INC. DBA HAMILTON SORTER COMPANY, INC.

WORKSTREAM, INC. DBA HAMILTON SORTER COMPANY, INC.EIN 31-1276329Plan #001PY 2015

3158 PRODUCTION DRIVE - FAIRFIELD, OH 45014513-870-4400LinkedIn51-200 employeesfurniture

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.9M

No prior year

Total participants

134

No prior year

Average account balance

$48,985

No prior year

Annual return

-0.37%

No prior year

Benchmarks

See 3,906 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort3,906 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.67M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

152

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.

90.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$651K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$403

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
VOYA RETIREMENT INSURANCE & ANNUITY1+ years Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708	Advisory (Participants)	$1,088
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908	Advisory (Participants)	$513

Plan features & details

Pension benefit codes2E2G2J2K2S3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$6K

$53 / participant

Investment mgmt$1K15.8%
Other / not subdivided$5K84.2%

% of EOY assets

0.133%

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: CLARK SCHAEFER HACKETT
Auditor EIN: 310800053
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,985

$54,320-9.8%

$67,652-27.6%

$52,331-6.4%

Participation rate

72.4%

73.6%-1.2pp

75.7%-3.3pp

68.1%+4.3pp

Annual return

-0.37%

6.81%-7.2pp

6625.40%-6625.8pp

4.54%-4.9pp

Employer contribution / active EE

$694

$1,544-55.1%

$2,266-69.4%

$1,882-63.1%

Participant deferral / active EE

$2,377

$2,950-19.4%

$3,560-33.2%

$3,022-21.3%

Admin fee / account holder

$65

$527-87.7%

$4,821-98.7%

$592-89.0%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY1+ years

Filed as: VOYA RETIREMENT INS AND ANNUITY CO

Service code 26 · EIN 71-0294708

Advisory (Participants)

$1,088

MORNINGSTAR1+ years

Service code 26 · EIN 36-3297908

Advisory (Participants)

$513

HAMILTON SORTER COMPANY, INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAMILTON SORTER COMPANY, INC. 401(K) SAVINGS 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