Retirement plan

A.A. HAMMERSMITH INSURANCE, INC. PROFIT SHARING PLAN

Name: A A HAMMERSMITH INSURANCE, INC - A.A. HAMMERSMITH INSURANCE, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: A A HAMMERSMITH INSURANCE, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A.A. HAMMERSMITH INSURANCE, INC. PROFIT SHARING PLAN, A A HAMMERSMITH INSURANCE, INC

A A HAMMERSMITH INSURANCE, INCEIN 34-1008099Plan #001PY 2015

210 ERIE STREET NORTH - MASSILLON, OH 44646330-832-7411

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.2M

No prior year

Total participants

No prior year

Average account balance

$89,118

No prior year

Annual return

0.15%

No prior year

Benchmarks

See 7,498 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,498 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.50M

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$171K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+16.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7132

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 codes2E2J

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.

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

$469K

$17384 / participant

Other / not subdivided$469K100.0%

% of EOY assets

14.630%

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

$89,118

$82,028+8.6%

$123,105-27.6%

$59,633+49.4%

Participation rate

100.0%

83.2%+16.8pp

86.8%+13.2pp

68.7%+31.3pp

Annual return

0.15%

5.12%-5.0pp

13.22%-13.1pp

2041.45%-2041.3pp

Employer contribution / active EE

$2,193

$3,297-33.5%

$5,151-57.4%

$2,203-0.4%

Participant deferral / active EE

$4,010

$4,667-14.1%

$6,229-35.6%

$3,192+25.6%

Admin fee / account holder

$13,038

$5,879+121.8%

$9,014+44.6%

$4,297+203.4%

A.A. HAMMERSMITH INSURANCE, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A.A. HAMMERSMITH INSURANCE, INC. PROFIT SHARING 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