Retirement plan

PERRY HVAC 401(K) PLAN

Name: PERRY HVAC, LLC - PERRY HVAC 401(K) PLAN (2018) Form 5500
Creator: PERRY HVAC, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERRY HVAC 401(K) PLAN, PERRY HVAC, LLC

PERRY HVAC, LLCEIN 46-3644372Plan #001PY 2018

10000 N CENTRAL EXPY STE 400 - DALLAS, TX 752314180214-890-4033perryhvac.comLinkedIn1-10 employeesfacilities services

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$54K

+32.3% from 2017

Total participants

0.0% from 2017

Average account balance

$13,453

+32.3% from 2017

Annual return

-13.28%

-34.71 pp from 2017

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$248K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+17.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4384

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 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

2 tripped

OpportunityLow returns
Annual investment return 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.

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

$13,453

$97,729-86.2%

$83,830-84.0%

$135,379-90.1%

Participation rate

80.0%

80.0%0pp

76.1%+3.9pp

82.6%-2.6pp

Annual return

-13.28%

1287.52%-1300.8pp

850.97%-864.3pp

519.79%-533.1pp

Employer contribution / active EE

$1,648

$4,222-61.0%

$3,631-54.6%

$4,779-65.5%

Participant deferral / active EE

$2,060

$4,683-56.0%

$4,082-49.5%

$5,609-63.3%

Admin fee / account holder

$6,674-100.0%

$5,479-100.0%

$10,828-100.0%

PERRY HVAC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PERRY HVAC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion