Retirement plan

HALLMARK BUILDING SUPPLIES, INC. EMPLOYEES' PROFIT SHARING AND STOCK OWNERSHIP PLAN

Name: HALLMARK BUILDING SUPPLIES, INC. - HALLMARK BUILDING SUPPLIES, INC. EMPLOYEES' PROFIT SHARING AND STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: HALLMARK BUILDING SUPPLIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HALLMARK BUILDING SUPPLIES, INC. EMPLOYEES' PROFIT SHARING AND STOCK OWNERSHIP PLAN, HALLMARK BUILDING SUPPLIES, INC.

HALLMARK BUILDING SUPPLIES, INC.EIN 39-1209951Plan #001PY 2017

2120 PEWAUKEE ROAD, SUITE 100 - WAUKESHA, WI 53188262-408-4251LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$12.7M

+23.1% from 2016

Total participants

133

+16.7% from 2016

Average account balance

$108,253

+14.7% from 2016

Annual return

17.38%

-10.88 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$49.55M

Not enough data

1 years with asset history on file

Average account balance

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

$373K

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.

133

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.

92.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$602K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+5.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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

Service providers

Top 5 by compensation

Provider	Service type	Compensation
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55	Other Commissions	$21,749
BLUE CHIP RETIREMENT PLANS, INC.2 years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99	Other Fees	$6,396
EPIC RETIREMENT PLAN SERVICES2 years Filed as: BLUE CHIP RETIREMENT PLAN Service code 99 6737 W. WASHINGTON ST., SUITE 1105 · MILWAUKE, WI 53214	Other Fees	$2,925
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$1,225
WOODBURY FINANCIAL SERVICES2 years Service code 55 P.O. BOX 64284 · ST. PAUL, MN 55164	Other Commissions	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T2O2Q2I

Plan features

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.
2I
Stock bonus
Stock bonus 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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

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

$227K

$1805 / participant

Other / not subdivided$227K100.0%

% of EOY assets

1.795%

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

$108,253

$71,192+52.1%

$117,861-8.2%

$62,293+73.8%

Participation rate

87.3%

74.2%+13.1pp

79.7%+7.6pp

69.5%+17.8pp

Annual return

17.38%

18.66%-1.3pp

335.11%-317.7pp

28.90%-11.5pp

Employer contribution / active EE

$1,498

$1,934-22.6%

$3,786-60.4%

$2,042-26.7%

Participant deferral / active EE

$4,833

$3,189+51.5%

$4,482+7.8%

$3,169+52.5%

Admin fee / account holder

$1,943

$587+230.9%

$8,021-75.8%

$479+305.4%

Provider

Service type

Compensation

WOODBURY FINANCIAL SERVICES2 years

Filed as: WOODBURY FINANCIAL SERVICES, INC.

Service code 55

Other Commissions

$21,749

BLUE CHIP RETIREMENT PLANS, INC.2 years

Filed as: BLUE CHIP RETIREMENT PLANS

Service code 99

Other Fees

$6,396

EPIC RETIREMENT PLAN SERVICES2 years

Filed as: BLUE CHIP RETIREMENT PLAN

Service code 99

6737 W. WASHINGTON ST., SUITE 1105 · MILWAUKE, WI 53214

Other Fees

$2,925

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Service code 64

8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$1,225

WOODBURY FINANCIAL SERVICES2 years

Service code 55

P.O. BOX 64284 · ST. PAUL, MN 55164

Other Commissions

HALLMARK BUILDING SUPPLIES, INC. EMPLOYEES' PROFIT SHARING AND STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HALLMARK BUILDING SUPPLIES, INC. EMPLOYEES' PROFIT SHARING AND STOCK OWNERSHIP 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