Retirement plan

HTH COMPANIES, INC. RETIREMENT PLAN

Name: HTH COMPANIES, INC. - HTH COMPANIES, INC. RETIREMENT PLAN (2020) Form 5500
Creator: HTH COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HTH COMPANIES, INC. RETIREMENT PLAN, HTH COMPANIES, INC.

HTH COMPANIES, INC.EIN 43-1324696Plan #001PY 2020

239 ROCK INDUSTRIAL BLVD., STE. 108 - UNION, MO 63084314-583-8698hthcompanies.comLinkedIn501-1000 employeesconstruction

Prospect flagsLow participationLow assets / participantLow participant contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$5.4M

+11.6% from 2019

Total participants

549

-6.0% from 2019

Average account balance

$24,625

-15.1% from 2019

Annual return

14.82%

-7.50 pp from 2019

Benchmarks

See 1,282 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,282 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$7.97M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

157

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.

20.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$696K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+19.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$159

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070	Contract Administrator	$7,412
BENEFIT PLANS ADMIN SERVICES, INC.2 years Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594	Recordkeeping	$3,600
STADION MONEY MANAGEMENT5+ years Service code 26 · EIN 58-2099805	Advisory (Participants)	$2,054

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D2K

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$13K

$29 / participant

Contract admin$13K100.0%

% of EOY assets

0.240%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: SIKICH LLP
Auditor EIN: 363168081
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,625

$91,517-73.1%

$101,248-75.7%

$73,409-66.5%

Participation rate

26.5%

73.8%-47.3pp

75.8%-49.4pp

72.2%-45.7pp

Annual return

14.82%

17.17%-2.3pp

46.47%-31.7pp

59.29%-44.5pp

Employer contribution / active EE

$843

$2,877-70.7%

$3,660-77.0%

$2,234-62.3%

Participant deferral / active EE

$886

$3,338-73.5%

$4,370-79.7%

$3,805-76.7%

Admin fee / account holder

$59

$216-72.6%

$5,945-99.0%

$158-62.6%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION6+ years

Service code 13 · EIN 35-1140070

Contract Administrator

$7,412

BENEFIT PLANS ADMIN SERVICES, INC.2 years

Filed as: BENEFIT PLANS PLUS, LLC

Service code 15 · EIN 43-1829594

Recordkeeping

$3,600

STADION MONEY MANAGEMENT5+ years

Service code 26 · EIN 58-2099805

Advisory (Participants)

$2,054

HTH COMPANIES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HTH COMPANIES, INC. RETIREMENT 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