Retirement plan

HELIGROUP HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Name: HELIGROUP HOLDINGS, INC. - HELIGROUP HOLDINGS, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: HELIGROUP HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HELIGROUP HOLDINGS, INC. 401(K) PROFIT SHARING PLAN, HELIGROUP HOLDINGS, INC.

HELIGROUP HOLDINGS, INC.EIN 46-4572040Plan #001PY 2017

3679 BOWEN ROAD - HOWELL, MI 48855734-483-6362LinkedIn201-500 employeesairlines/aviation

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed October 17, 2014

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$7M

+15.8% from 2016

Total participants

150

-18.9% from 2016

Average account balance

-100.0% from 2016

Annual return

19.11%

+8.26 pp from 2016

Benchmarks

See 1,029 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,029 peers

Snapshot2017

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Analytics

Total assets (EOY)

Plan-year ending balance

$19.89M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

299

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.

86.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.77M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+15.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$386

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 4 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1 year Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111	Contract Administrator	$28,612
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070	Contract Administrator	$3,640
BARCLAY PLANNING GROUP3+ years Filed as: BARCLAY PLANNING GROUP, LLC Service code 15	Recordkeeping	$0
STADION MONEY MANAGEMENT3+ years Service code 26	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

$38K

$252 / participant

Investment mgmt$24K63.2%
Contract admin$4K10.0%
Other / not subdivided$10K26.9%

% of EOY assets

0.543%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: UHY, LLP
Auditor EIN: 200694403
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,297-100.0%

$71,671-100.0%

$62,292-100.0%

Participation rate

0.0%

60.6%-60.6pp

68.7%-68.7pp

69.5%-69.5pp

Annual return

19.11%

22.32%-3.2pp

20.65%-1.5pp

28.90%-9.8pp

Employer contribution / active EE

$1,869

$1,412+32.4%

$2,460-24.0%

$2,042-8.5%

Participant deferral / active EE

$4,953

$2,235+121.6%

$3,438+44.1%

$3,169+56.3%

Admin fee / account holder

$461-100.0%

$5,558-100.0%

$479-100.0%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1 year

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 13 · EIN 04-1590850

1295 STATE STREET · SPRINGFIELD, MA 01111

Contract Administrator

$28,612

LINCOLN NATIONAL CORPORATION3+ years

Service code 13 · EIN 35-1140070

Contract Administrator

$3,640

BARCLAY PLANNING GROUP3+ years

Filed as: BARCLAY PLANNING GROUP, LLC

Service code 15

Recordkeeping

STADION MONEY MANAGEMENT3+ years

Service code 26

Advisory (Participants)

HELIGROUP HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HELIGROUP HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

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