Retirement plan

HILL WOOD PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: HILL WOOD PRODUCTS, INC. - HILL WOOD PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: HILL WOOD PRODUCTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HILL WOOD PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, HILL WOOD PRODUCTS, INC.

HILL WOOD PRODUCTS, INC.EIN 41-0796067Plan #003PY 2017

9483 ASHAWA RD - COOK, MN 55723218-666-5933hillwoodproducts.comLinkedIn11-50 employees

Other plans on this EIN

1 filing

#001Retirement-$2.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.6M

+13.6% from 2016

Total participants

-9.3% from 2016

Average account balance

$215,502

+25.2% from 2016

Annual return

15.53%

-32.14 pp from 2016

Benchmarks

See 5,958 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.99M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$308K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

-39.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10168

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 codes2I2O2Q3H3I

Plan features

2I
Stock bonus
Stock bonus plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$479K

$12276 / participant

Other / not subdivided$479K100.0%

% of EOY assets

4.534%

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

$215,502

$67,411+219.7%

$91,004+136.8%

$70,126+207.3%

Participation rate

100.0%

71.4%+28.6pp

75.6%+24.4pp

69.5%+30.5pp

Annual return

15.53%

-40.16%+55.7pp

4.60%+10.9pp

73.15%-57.6pp

Employer contribution / active EE

$6,962

$1,786+289.8%

$2,456+183.5%

$2,343+197.2%

Participant deferral / active EE

$2,823-100.0%

$3,548-100.0%

$3,332-100.0%

Admin fee / account holder

$9,771

$4,236+130.6%

$5,417+80.4%

$4,645+110.3%

HILL WOOD PRODUCTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HILL WOOD PRODUCTS, INC. EMPLOYEE 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