Retirement plan

HUNTER ENGINEERING COMPANY 401K PLAN

Name: HUNTER ENGINEERING COMPANY - HUNTER ENGINEERING COMPANY 401K PLAN (2018) Form 5500
Creator: HUNTER ENGINEERING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUNTER ENGINEERING COMPANY 401K PLAN, HUNTER ENGINEERING COMPANY

HUNTER ENGINEERING COMPANYEIN 43-0636684Plan #002PY 2018

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

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$111.6M

-2.9% from 2017

Total participants

1,084

+3.1% from 2017

Average account balance

$102,937

-5.9% from 2017

Annual return

-1.39%

-13.10 pp from 2017

Benchmarks

See 2,763 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,763 peers

Snapshot2018

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 5 by compensation

Provider	Service type	Compensation
GLOBAL RETIREMENT PARTNERS LLC2 years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118	Advisory (Plan)	$34,410
PRUDENTIAL RETIREMENT INSURANCE AND3 years Service code 13 · EIN 06-1050034	Contract Administrator	$5,450
MASSACHUSETTS MUTUAL LIFE INS. CO.2 years Filed as: MML INVESTORS SERVICES LLC Service code 33 · EIN 04-2746212	Securities brokerage; Securities brok...	$0
PRUDENTIAL RETIREMENT INSURANCE AND3 years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15	Recordkeeping	$0
WASHINGTON CAPITAL MANAGEMENT, INC.1 year Filed as: WASHINGTON FINANCIAL GROUP, LLC Service code 56 · EIN 36-3191621	Non-monetary compensation	$0

Plan features & details

Pension benefit codes2E2J2F2G2T2S3D

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.
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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$7K

$8 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.007%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$102,937

$75,388+36.5%

$123,553-16.7%

$55,725+84.7%

Participation rate

100.0%

75.7%+24.3pp

82.3%+17.7pp

70.9%+29.1pp

Annual return

-1.39%

4.48%-5.9pp

119.21%-120.6pp

244.93%-246.3pp

Employer contribution / active EE

$5,020

$3,063+63.9%

$4,628+8.5%

$2,078+141.6%

Participant deferral / active EE

$1,780

$5,651-68.5%

$6,426-72.3%

$3,356-46.9%

Admin fee / account holder

$120-94.2%

$9,284-99.9%

$115-94.0%

Provider

Service type

Compensation

GLOBAL RETIREMENT PARTNERS LLC2 years

Filed as: GLOBAL RETIREMENT PARTNERS

Service code 27 · EIN 47-1411118

Advisory (Plan)

$34,410

PRUDENTIAL RETIREMENT INSURANCE AND3 years

Service code 13 · EIN 06-1050034

Contract Administrator

$5,450

MASSACHUSETTS MUTUAL LIFE INS. CO.2 years

Filed as: MML INVESTORS SERVICES LLC

Service code 33 · EIN 04-2746212

Securities brokerage; Securities brok...

PRUDENTIAL RETIREMENT INSURANCE AND3 years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 15

Recordkeeping

WASHINGTON CAPITAL MANAGEMENT, INC.1 year

Filed as: WASHINGTON FINANCIAL GROUP, LLC

Service code 56 · EIN 36-3191621

Non-monetary compensation

HUNTER ENGINEERING COMPANY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUNTER ENGINEERING COMPANY 401K 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