Retirement plan

HAYHOE CONSTRUCTION CORPORATION PROFIT SHARING 401(K) PLAN

Name: HAYHOE CONSTRUCTION CORPORATION - HAYHOE CONSTRUCTION CORPORATION PROFIT SHARING 401(K) PLAN (2022) Form 5500
Creator: HAYHOE CONSTRUCTION CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAYHOE CONSTRUCTION CORPORATION PROFIT SHARING 401(K) PLAN, HAYHOE CONSTRUCTION CORPORATION

HAYHOE CONSTRUCTION CORPORATIONEIN 33-0204523Plan #001PY 2022

17821 EAST 17TH STREET, SUITE 150 - TUSTIN, CA 92780714-508-2400hayhoeconstruction.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

-2.4% from 2021

Total participants

+7.7% from 2021

Average account balance

$104,610

-9.4% from 2021

Annual return

-4.41%

-15.12 pp from 2021

Benchmarks

See 48,287 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,287 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.98M

Not enough data

1 years with asset history on file

Average account balance

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

$180K

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.

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.

275.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

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

+8.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1636

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$11K

$3738 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.766%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$104,610

$134,001-21.9%

$112,258-6.8%

$134,509-22.2%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

81.2%+18.8pp

Annual return

-4.41%

47.15%-51.6pp

27.47%-31.9pp

418.13%-422.5pp

Employer contribution / active EE

$5,174

$4,039+28.1%

$3,636+42.3%

$4,741+9.1%

Participant deferral / active EE

$4,767

$5,291-9.9%

$4,728+0.8%

$6,400-25.5%

Admin fee / account holder

$801

$7,491-89.3%

$6,411-87.5%

$11,427-93.0%

HAYHOE CONSTRUCTION CORPORATION PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAYHOE CONSTRUCTION CORPORATION PROFIT SHARING 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