Retirement plan

CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN

Name: CMA/FLODYNE/HYDRADYNE, INC. - CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN (2019) Form 5500
Creator: CMA/FLODYNE/HYDRADYNE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN, CMA/FLODYNE/HYDRADYNE, INC.

CMA/FLODYNE/HYDRADYNE, INC.EIN 39-1745147Plan #001PY 2019

3265 GATEWAY ROAD, SUITE 300 - BROOKFIELD, WI 53045262-781-1815cmafh.comLinkedIn51-200 employeesindustrial automation

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$25.1M

+26.5% from 2018

Total participants

154

+1.3% from 2018

Average account balance

$163,153

+24.9% from 2018

Annual return

22.03%

+28.43 pp from 2018

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$37.84M

Not enough data

1 years with asset history on file

Average account balance

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

$209K

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.

181

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.56M

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

+12.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$751

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 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY5+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346	Recordkeeping	$619

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

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

$119K

$911 / participant

Other / not subdivided$119K100.0%

% of EOY assets

0.475%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CHORTEK LLP
Auditor EIN: 420993792
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$163,153

$89,652+82.0%

$141,197+15.5%

$65,186+150.3%

Participation rate

100.0%

74.7%+25.3pp

82.5%+17.5pp

70.2%+29.8pp

Annual return

22.03%

32.79%-10.8pp

71.41%-49.4pp

29.39%-7.4pp

Employer contribution / active EE

$4,222

$3,065+37.7%

$4,736-10.9%

$2,177+93.9%

Participant deferral / active EE

$5,310

$5,691-6.7%

$6,710-20.9%

$3,514+51.1%

Admin fee / account holder

$775

$569+36.2%

$10,265-92.5%

$847-8.6%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY5+ years

Filed as: JOHN HANCOCK LIFE INSURANCE CO USA

Service code 15 · EIN 01-0233346

Recordkeeping

$619

CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CMA/FLODYNE/HYDRADYNE, INC. 401(K) 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