Retirement plan

HILLYARD NON-SALES 401(K) PLAN

Name: HILLYARD INDUSTRIES, INC. - HILLYARD NON-SALES 401(K) PLAN (2016) Form 5500
Creator: HILLYARD INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HILLYARD NON-SALES 401(K) PLAN, HILLYARD INDUSTRIES, INC.

HILLYARD INDUSTRIES, INC.EIN 44-0284100Plan #004PY 2016

302 N 4TH ST - SAINT JOSEPH, MO 64501816-233-1321

Other plans on this EIN

2 filings

#334Retirement-$46.6M assets #333Retirement-$33.9M assets

Prospect flagsLow employer contribution

Top hat statement on fileNQDC

Filed March 24, 2021

Plan administrator

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302 North Fourth Street

St. Joseph, MO 64501

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Plans declared (1)

Hillyard Non-Qualified Plan10 emp

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Total assets (EOY)

$25.7M

+13.5% from 2015

Total participants

691

+2.2% from 2015

Average account balance

$39,858

+7.5% from 2015

Annual return

8.86%

+9.03 pp from 2015

Benchmarks

See 1,139 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,139 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$153.36M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

1,207

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.

96.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.80M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+12.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$12,867
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$1,401

Plan features & details

Pension benefit codes2F2G2J2R2T3D

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$13K

$22 / participant

Investment mgmt$13K97.5%
Other / not subdivided$3252.5%

% of EOY assets

0.051%

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: COCHRAN HEAD VICK & CO., P.C.
Auditor EIN: 481028532
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,858

$74,024-46.2%

$78,002-48.9%

$57,658-30.9%

Participation rate

92.6%

79.7%+12.8pp

75.5%+17.0pp

70.2%+22.3pp

Annual return

8.86%

12.14%-3.3pp

425.99%-417.1pp

5.13%+3.7pp

Employer contribution / active EE

$2,365-100.0%

$2,470-100.0%

$1,974-100.0%

Participant deferral / active EE

$3,718

$3,533+5.2%

$3,497+6.3%

$3,061+21.5%

Admin fee / account holder

$20

$93-78.1%

$5,481-99.6%

$95-78.4%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.2+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$12,867

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$1,401

HILLYARD NON-SALES 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HILLYARD NON-SALES 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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