Retirement plan

HALIFAX INTERNATIONAL SECURITY 401K PROFIT SHARING PLAN AND TRU

Name: HALIFAX INTERNATIONAL SECURITY F - HALIFAX INTERNATIONAL SECURITY 401K PROFIT SHARING PLAN AND TRU (2017) Form 5500
Creator: HALIFAX INTERNATIONAL SECURITY F
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HALIFAX INTERNATIONAL SECURITY 401K PROFIT SHARING PLAN AND TRU, HALIFAX INTERNATIONAL SECURITY F

HALIFAX INTERNATIONAL SECURITY FEIN 45-2826015Plan #001PY 2017

1740 N STREET NW - WASHINGTON, DC 20036202-499-5970

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$264K

+93.2% from 2016

Total participants

-11.1% from 2016

Average account balance

$16,478

+105.3% from 2016

Annual return

22.52%

-21.17 pp from 2016

Benchmarks

See 32,066 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,066 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

337.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$156K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+15.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8344

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

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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 codes2E2F2G2J2T3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$387 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.027%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,478

$99,020-83.4%

$86,590-81.0%

$147,584-88.8%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

22.52%

1312.34%-1289.8pp

964.84%-942.3pp

578.55%-556.0pp

Employer contribution / active EE

$11,287

$3,132+260.4%

$2,839+297.5%

$4,876+131.5%

Participant deferral / active EE

$2,869

$3,972-27.8%

$3,609-20.5%

$5,439-47.2%

Admin fee / account holder

$169

$5,710-97.0%

$4,906-96.5%

$10,885-98.4%

HALIFAX INTERNATIONAL SECURITY 401K PROFIT SHARING PLAN AND TRU

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HALIFAX INTERNATIONAL SECURITY 401K PROFIT SHARING PLAN AND TRU

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