Retirement plan

HDR, INC. BEST PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN

Name: HDR, INC. - HDR, INC. BEST PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN (2015) Form 5500
Creator: HDR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HDR, INC. BEST PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN, HDR, INC.

HDR, INC.EIN 47-0663756Plan #007PY 2015

8404 INDIAN HILLS DR - OMAHA, NE 681144049402-399-1000hdrinc.comLinkedIn10001+ employeesdesign

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed November 22, 2008 (most recent of 4 filings on file)

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)

$2075.6M

No prior year

Total participants

11,727

No prior year

Average account balance

$182,291

No prior year

Annual return

11.39%

No prior year

Benchmarks

See 67 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort67 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.70B

Not enough data

1 years with asset history on file

Average account balance

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

$483K

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.

15,939

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.

97.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$190.71M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+27.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$104

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 7 by compensation

Provider	Service type	Compensation
ARGENT TRUST COMPANY1+ years Service code 21 · EIN 62-1437218	Bank Trustee	$183,333
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290	Contract Administrator	$136,237
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 13 · EIN 34-1479833	Contract Administrator	$80,603
STOUT, CAUSEY & HORNING, P.A.1+ years Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685	Valuation (appraisals, etc.); Direct ...	$75,000
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282	Advisory (Plan)	$60,000
AON CONSULTING1+ years Filed as: AON RISK SERVICES CENTRAL INC Service code 23 · EIN 36-4279204	Insurance services; Securities broker...	$15,430
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC Service code 49 · EIN 94-1737782	Other Services	$9,517

Plan features & details

Pension benefit codes2E2G2I2J2O2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2I
Stock bonus
Stock bonus 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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$552K

$63 / participant

Other / not subdivided$552K100.0%

% of EOY assets

0.027%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ERNST & YOUNG LLP
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$182,291

$79,558+129.1%

$115,038+58.5%

$67,505+170.0%

Participation rate

96.1%

74.3%+21.8pp

81.4%+14.8pp

71.2%+24.9pp

Annual return

11.39%

4.65%+6.7pp

26.14%-14.8pp

6.52%+4.9pp

Employer contribution / active EE

$1,700

$2,529-32.8%

$4,608-63.1%

$2,173-21.8%

Participant deferral / active EE

$8,449

$5,510+53.3%

$6,026+40.2%

$3,597+134.9%

Admin fee / account holder

$49

$60-18.9%

$8,175-99.4%

$56-13.6%

Provider

Service type

Compensation

ARGENT TRUST COMPANY1+ years

Service code 21 · EIN 62-1437218

Bank Trustee

$183,333

PRINCIPAL LIFE INSURANCE COMPANY1+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$136,237

CHARLES SCHWAB & CO., INC.1+ years

Filed as: SCHWAB RETIREMENT PLAN SERVICES INC

Service code 13 · EIN 34-1479833

Contract Administrator

$80,603

STOUT, CAUSEY & HORNING, P.A.1+ years

Filed as: STOUT RISIUS ROSS

Service code 34 · EIN 38-3003685

Valuation (appraisals, etc.); Direct ...

$75,000

LOCKTON INVESTMENT ADVISORS, LLC1+ years

Filed as: LOCKTON INVESTMENT ADVISORS

Service code 27 · EIN 20-8874282

Advisory (Plan)

$60,000

AON CONSULTING1+ years

Filed as: AON RISK SERVICES CENTRAL INC

Service code 23 · EIN 36-4279204

Insurance services; Securities broker...

$15,430

CHARLES SCHWAB & CO., INC.1+ years

Filed as: CHARLES SCHWAB & CO. INC

Service code 49 · EIN 94-1737782

Other Services

$9,517

HDR, INC. BEST PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HDR, INC. BEST PLAN AND EMPLOYEE STOCK OWNERSHIP 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