Retirement plan

HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN

Name: HELIX ELECTRIC, INC. - HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN (2018) Form 5500
Creator: HELIX ELECTRIC, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN, HELIX ELECTRIC, INC.

HELIX ELECTRIC, INC.EIN 33-0124909Plan #001PY 2018

6795 FLANDERS DR - SAN DIEGO, CA 921212903858-623-1286helixelectric.comLinkedIn1001-5000 employeesconstruction

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed July 29, 2015 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

6795 Flanders Drive

San Diego State: CA Zip Code: 92037

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Plans declared (1)

Helix Electric, Inc. Phantom Unit Plan6 emp

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Total assets (EOY)

$82.3M

+1.1% from 2017

Total participants

2,983

+2.9% from 2017

Average account balance

$35,253

-3.5% from 2017

Annual return

-4.73%

-24.15 pp from 2017

Benchmarks

See 405 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort405 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$179.18M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

3,343

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22.63M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+15.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$118

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

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Service providers

Top 10 of 22 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years Service code 49 · EIN 04-1590850	Other Services	$307,356
V WEALTH MANAGEMENT LLC1 year Service code 27 · EIN 26-4711671	Advisory (Plan)	$142,144
AMERICA'S 401K, INC.1 year Filed as: AMERICA BEACON Service code 52	Indirect Investment Fees	$0
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150	Indirect Investment Fees	$0
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857	Indirect Investment Fees	$0
DODGE & COX2 years Service code 52	Indirect Investment Fees	$0
DODGE & COX1 year Filed as: DOGE & COX Service code 52 · EIN 94-6067274	Indirect Investment Fees	$0
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPELTON Service code 52	Indirect Investment Fees	$0
FRANKLIN TEMPLETON1 year Filed as: FRANKLING TEMPLETON Service code 52 · EIN 13-3151768	Indirect Investment Fees	$0
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523	Indirect Investment Fees	$0

Plan features & details

Pension benefit codes2E2J2F2K3D2S2T

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).
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.
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.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$372K

$136 / participant

Investment mgmt$310K83.1%
Contract admin$62K16.7%
Other / not subdivided$6790.2%

% of EOY assets

0.453%

all-in expense ratio

Categories reported

2 / 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: MOSS ADAMS
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,253

$60,396-41.6%

$83,831-57.9%

$75,289-53.2%

Participation rate

76.4%

80.7%-4.4pp

76.1%+0.2pp

72.4%+4.0pp

Annual return

-4.73%

3.84%-8.6pp

850.99%-855.7pp

-0.04%-4.7pp

Employer contribution / active EE

$2,139

$3,343-36.0%

$3,631-41.1%

$2,405-11.1%

Participant deferral / active EE

$2,207

$2,922-24.5%

$4,082-45.9%

$3,739-41.0%

Admin fee / account holder

$160

$141+13.0%

$5,479-97.1%

$102+56.0%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.4+ years

Service code 49 · EIN 04-1590850

Other Services

$307,356

V WEALTH MANAGEMENT LLC1 year

Service code 27 · EIN 26-4711671

Advisory (Plan)

$142,144

AMERICA'S 401K, INC.1 year

Filed as: AMERICA BEACON

Service code 52

Indirect Investment Fees

AMERICAN REALTY ADVISORS2 years

Filed as: AMERICAN BEACON

Service code 52 · EIN 75-2401150

Indirect Investment Fees

AMERICAN CENTURY2 years

Service code 52 · EIN 43-0821857

Indirect Investment Fees

DODGE & COX2 years

Service code 52

Indirect Investment Fees

DODGE & COX1 year

Filed as: DOGE & COX

Service code 52 · EIN 94-6067274

Indirect Investment Fees

FRANKLIN TEMPLETON1 year

Filed as: FRANKLIN TEMPELTON

Service code 52

Indirect Investment Fees

FRANKLIN TEMPLETON1 year

Filed as: FRANKLING TEMPLETON

Service code 52 · EIN 13-3151768

Indirect Investment Fees

JANUS HENDERSON2 years

Service code 52 · EIN 84-0592523

Indirect Investment Fees

HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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