Retirement plan

HARPER CONTROL SOLUTIONS INC 401K PLAN

Name: HARPER CONTROL SOLUTIONS INC - HARPER CONTROL SOLUTIONS INC 401K PLAN (2019) Form 5500
Creator: HARPER CONTROL SOLUTIONS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARPER CONTROL SOLUTIONS INC 401K PLAN, HARPER CONTROL SOLUTIONS INC

HARPER CONTROL SOLUTIONS INCEIN 46-0991505Plan #003PY 2019

1010 WASHINGTON BLVD. - STAMFORD, CT 069012202203-964-1900harpervalves.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$684K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+33.9% from 2018

Total participants

-9.1% from 2018

Average account balance

$218,111

+47.2% from 2018

Annual return

23.52%

+29.52 pp from 2018

Benchmarks

See 21,378 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,378 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.81M

Not enough data

1 years with asset history on file

Average account balance

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

$272K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$196K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+11.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5119

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$18K

$2579 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.828%

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

$218,111

$103,393+111.0%

$87,103+150.4%

$152,909+42.6%

Participation rate

100.0%

79.4%+20.6pp

76.9%+23.1pp

82.5%+17.5pp

Annual return

23.52%

28.10%-4.6pp

28.19%-4.7pp

345.46%-321.9pp

Employer contribution / active EE

$16,082

$3,221+399.3%

$2,521+537.8%

$4,764+237.6%

Participant deferral / active EE

$10,545

$4,778+120.7%

$4,049+160.5%

$5,851+80.2%

Admin fee / account holder

$1,805

$12,195-85.2%

$7,491-75.9%

$11,601-84.4%

HARPER CONTROL SOLUTIONS INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARPER CONTROL SOLUTIONS INC 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