Retirement plan

HOF YATES REBAR, INC. 401(K) PROFIT SHARING PLAN TRUST

Name: HOF & YATES REBAR, INC. - HOF YATES REBAR, INC. 401(K) PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: HOF & YATES REBAR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOF YATES REBAR, INC. 401(K) PROFIT SHARING PLAN TRUST, HOF & YATES REBAR, INC.

HOF & YATES REBAR, INC.EIN 33-0579755Plan #001PY 2016

3254 CHERRY AVENUE - LONG BEACH, CA 908075214562-595-7444hyrebar.comLinkedIn11-50 employeesconstruction

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$1.2M

+10.2% from 2015

Total participants

-5.8% from 2015

Average account balance

$30,365

+29.5% from 2015

Annual return

4.33%

+3.07 pp from 2015

Benchmarks

See 15,087 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort15,087 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.90M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

59.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$124K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+9.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2183

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 codes2E2G2J2T3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$8K

$266 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.680%

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

$30,365

$60,349-49.7%

$74,184-59.1%

$62,881-51.7%

Participation rate

71.0%

72.7%-1.8pp

76.6%-5.7pp

69.3%+1.7pp

Annual return

4.33%

21.38%-17.0pp

17.74%-13.4pp

20.14%-15.8pp

Employer contribution / active EE

$1,680-100.0%

$2,370-100.0%

$2,281-100.0%

Participant deferral / active EE

$2,285

$2,856-20.0%

$3,550-35.6%

$3,203-28.7%

Admin fee / account holder

$206

$4,261-95.2%

$5,586-96.3%

$4,296-95.2%

HOF YATES REBAR, INC. 401(K) PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOF YATES REBAR, INC. 401(K) PROFIT SHARING PLAN TRUST

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