Retirement plan

HODGES SUPPLY COMPANY EMPLOYEES' PROFIT SHARING PL

Name: HODGES SUPPLY COMPANY - HODGES SUPPLY COMPANY EMPLOYEES' PROFIT SHARING PL (2016) Form 5500
Creator: HODGES SUPPLY COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HODGES SUPPLY COMPANY EMPLOYEES' PROFIT SHARING PL, HODGES SUPPLY COMPANY

HODGES SUPPLY COMPANYEIN 38-2063228Plan #001PY 2016

1730 E HIGHWOOD - PONTIAC, MI 48340248-858-2605hodgessupply.comLinkedIn11-50 employeeswholesale

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

-0.6% from 2015

Total participants

-3.0% from 2015

Average account balance

$54,671

+2.5% from 2015

Annual return

7.84%

+11.20 pp from 2015

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.06M

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.

105.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$265K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+14.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3129

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

$269K

$8417 / participant

Other / not subdivided$269K100.0%

% of EOY assets

15.395%

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

$54,671

$69,977-21.9%

$108,582-49.7%

$62,881-13.1%

Participation rate

100.0%

72.9%+27.1pp

79.6%+20.4pp

69.3%+30.7pp

Annual return

7.84%

10.73%-2.9pp

-51.70%+59.5pp

20.14%-12.3pp

Employer contribution / active EE

$1,669

$2,135-21.8%

$3,758-55.6%

$2,281-26.8%

Participant deferral / active EE

$1,570

$3,165-50.4%

$4,311-63.6%

$3,203-51.0%

Admin fee / account holder

$8,417

$5,076+65.8%

$7,645+10.1%

$4,296+95.9%

HODGES SUPPLY COMPANY EMPLOYEES' PROFIT SHARING PL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HODGES SUPPLY COMPANY EMPLOYEES' PROFIT SHARING PL

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