Retirement plan

HISPANIC HOUSING DEVELOPMENT CORPORATION 401(K) RETIREMENT PLAN

Name: HISPANIC HOUSING DEVELOPMENT CORPORATION - HISPANIC HOUSING DEVELOPMENT CORPORATION 401(K) RETIREMENT PLAN (2018) Form 5500
Creator: HISPANIC HOUSING DEVELOPMENT CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HISPANIC HOUSING DEVELOPMENT CORPORATION 401(K) RETIREMENT PLAN, HISPANIC HOUSING DEVELOPMENT CORPORATION

HISPANIC HOUSING DEVELOPMENT CORPORATIONEIN 36-2889871Plan #002PY 2018

325 NORTH WELLS STREET, SUITE # 8 - CHICAGO, IL 60654312-602-6500hispanichousingdevelopment.comLinkedIn51-200 employeesreal estate

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed August 13, 1

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$4.8M

-10.3% from 2017

Total participants

154

+4.1% from 2017

Average account balance

$31,515

-12.7% from 2017

Annual return

-3.00%

-21.64 pp from 2017

Benchmarks

See 957 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort957 peers

Snapshot2018

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Analytics

Total assets (EOY)

Plan-year ending balance

$6.66M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

156

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.

91.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$830K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$309

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 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$43,659
MESIROW FINANCIAL INVESTMENT MANAGE1 year Filed as: MESIROW FIN'L INV. MGMNT. INC. Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654	Advisory (Plan)	$19,690
CARNOW AND ASSOCIATES, LTD.2 years Service code 13 778 FRONTAGE ROAD · NORTHFIELD, IL 60093	Contract Administrator	$7,275

Plan features & details

Pension benefit codes2A2E2F2G2J3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
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.
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

$38K

$363 / participant

Investment mgmt$38K100.0%

% of EOY assets

0.800%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PLANTE MORAN
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,515

$48,576-35.1%

$169,463-81.4%

$56,287-44.0%

Participation rate

97.1%

65.8%+31.3pp

77.8%+19.4pp

69.9%+27.3pp

Annual return

-3.00%

-2.51%-0.5pp

1.83%-4.8pp

-9.96%+7.0pp

Employer contribution / active EE

$4,757

$1,559+205.1%

$4,159+14.4%

$2,111+125.3%

Participant deferral / active EE

$2,070

$3,275-36.8%

$5,277-60.8%

$3,350-38.2%

Admin fee / account holder

$252

$435-42.0%

$9,109-97.2%

$521-51.6%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: GREAT WEST LIFE & ANNUITY INS. CO.

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$43,659

MESIROW FINANCIAL INVESTMENT MANAGE1 year

Filed as: MESIROW FIN'L INV. MGMNT. INC.

Service code 27

353 NORTH CLARK STREET · CHICAGO, IL 60654

Advisory (Plan)

$19,690

CARNOW AND ASSOCIATES, LTD.2 years

Service code 13

778 FRONTAGE ROAD · NORTHFIELD, IL 60093

Contract Administrator

$7,275

HISPANIC HOUSING DEVELOPMENT CORPORATION 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HISPANIC HOUSING DEVELOPMENT CORPORATION 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

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