Retirement plan

HULETT HEATING AND AIR CONDITIONING COMPANY PROFIT SHARING PLAN

Name: HULETT HEATING AND AIR CONDITIONING COMPANY - HULETT HEATING AND AIR CONDITIONING COMPANY PROFIT SHARING PLAN (2015) Form 5500
Creator: HULETT HEATING AND AIR CONDITIONING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HULETT HEATING AND AIR CONDITIONING COMPANY PROFIT SHARING PLAN, HULETT HEATING AND AIR CONDITIONING COMPANY

HULETT HEATING AND AIR CONDITIONING COMPANYdba SAMEEIN 43-0902845Plan #001PY 2015

P. O. BOX 956 - COLUMBIA, MO 65205573-449-3196hulettheating.comLinkedIn1-10 employeesmachinery

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

No prior year

Total participants

No prior year

Average account balance

$447,579

No prior year

Annual return

-1.70%

No prior year

Benchmarks

See 30,162 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,162 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.50M

Not enough data

1 years with asset history on file

Average account balance

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

$417K

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

$260K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$43K

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

+10.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5308

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 codes2E

Plan features

2E
Profit-sharing
Profit-sharing plan.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$75K

$12500 / participant

Other / not subdivided$75K100.0%

% of EOY assets

2.793%

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

$447,579

$87,546+411.2%

$75,784+490.6%

$125,389+257.0%

Participation rate

100.0%

80.2%+19.8pp

75.8%+24.2pp

83.2%+16.8pp

Annual return

-1.70%

13.49%-15.2pp

9.68%-11.4pp

282.24%-283.9pp

Employer contribution / active EE

$25,155

$3,930+540.1%

$3,323+656.9%

$4,866+416.9%

Participant deferral / active EE

$4,230-100.0%

$3,652-100.0%

$5,352-100.0%

Admin fee / account holder

$12,500

$6,503+92.2%

$5,300+135.9%

$9,541+31.0%

HULETT HEATING AND AIR CONDITIONING COMPANY PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HULETT HEATING AND AIR CONDITIONING 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