Retirement plan

HUNTER ENGINEERING COMPANY PROFIT SHARING PLAN

Name: HUNTER ENGINEERING COMPANY - HUNTER ENGINEERING COMPANY PROFIT SHARING PLAN (2015) Form 5500
Creator: HUNTER ENGINEERING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUNTER ENGINEERING COMPANY PROFIT SHARING PLAN, HUNTER ENGINEERING COMPANY

HUNTER ENGINEERING COMPANYEIN 43-0636684Plan #002PY 2015

11250 HUNTER DRIVE - BRIDGETON, MO 63044314-731-3020hunter.comLinkedIn1001-5000 employeesautomotive

Other plans on this EIN

1 filing

#003Retirement-$705K assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$92.7M

No prior year

Total participants

921

No prior year

Average account balance

$101,639

No prior year

Annual return

1.46%

No prior year

Benchmarks

See 2,331 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,331 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$164.64M

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

1,491

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.00%

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 1 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Service code 52 · EIN 04-1590850	Indirect Investment Fees	$13,325

Plan features & details

Pension benefit codes2E2J2F2G2T

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.
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.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$13K

$16 / participant

Contract admin$13K99.1%
Other / not subdivided$1250.9%

% of EOY assets

0.014%

all-in expense ratio

Categories reported

1 / 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: BROWN SMITH WALLACE LLC
Auditor EIN: 431001367
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$101,639

$88,324+15.1%

$115,038-11.6%

$55,191+84.2%

Participation rate

98.9%

72.5%+26.4pp

81.4%+17.6pp

69.2%+29.8pp

Annual return

1.46%

6.30%-4.8pp

26.14%-24.7pp

10.78%-9.3pp

Employer contribution / active EE

$6,659

$2,805+137.4%

$4,608+44.5%

$1,899+250.7%

Participant deferral / active EE

$1,191

$5,042-76.4%

$6,026-80.2%

$3,046-60.9%

Admin fee / account holder

$15

$105-86.1%

$8,175-99.8%

$91-83.9%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$13,325

HUNTER ENGINEERING COMPANY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUNTER ENGINEERING COMPANY PROFIT SHARING 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