Retirement plan

HEALTHCARE DESIGN & CONSTRUCTION, LLC 401K PROFIT SHARING PLAN

Name: HEALTHCARE DESIGN & CONSTRUCTION - HEALTHCARE DESIGN & CONSTRUCTION, LLC 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: HEALTHCARE DESIGN & CONSTRUCTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HEALTHCARE DESIGN & CONSTRUCTION, LLC 401K PROFIT SHARING PLAN, HEALTHCARE DESIGN & CONSTRUCTION

HEALTHCARE DESIGN & CONSTRUCTIONEIN 46-2611662Plan #001PY 2016

1 CENTERPOINTE DRIVE, SUITE 200 - LA PALMA, CA 90623714-735-3753hdcbuilders.comLinkedIn51-200 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$642K

+105.7% from 2015

Total participants

+43.9% from 2015

Average account balance

$22,135

+41.9% from 2015

Annual return

13.85%

+21.62 pp from 2015

Benchmarks

See 13,704 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,704 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.02M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

196.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$390K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+10.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8592

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 codes2E2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$150 / participant

Other / not subdivided$9K100.0%

% of EOY assets

1.353%

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

$22,135

$56,894-61.1%

$84,753-73.9%

$62,881-64.8%

Participation rate

48.3%

68.5%-20.3pp

76.6%-28.3pp

69.3%-21.0pp

Annual return

13.85%

6.30%+7.5pp

22.78%-8.9pp

20.14%-6.3pp

Employer contribution / active EE

$502

$2,400-79.1%

$3,574-85.9%

$2,281-78.0%

Participant deferral / active EE

$4,519

$2,709+66.8%

$3,712+21.7%

$3,203+41.1%

Admin fee / account holder

$299

$3,581-91.6%

$5,333-94.4%

$4,296-93.0%

HEALTHCARE DESIGN & CONSTRUCTION, LLC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HEALTHCARE DESIGN & CONSTRUCTION, LLC 401K 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