Retirement plan

HDR, INC. BEST PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN

Name: HDR, INC. - HDR, INC. BEST PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN (2019) 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 2019

1917 S. 67TH ST. - OMAHA, NE 681062973402-399-1000hdrinc.comLinkedIn10001+ employeesdesign

Prospect flagsHigh assets / participantCorrective distributions

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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How to read this page

Total assets (EOY)

$3382.3M

+24.4% from 2018

Total participants

12,756

+3.5% from 2018

Average account balance

$270,891

+19.8% from 2018

Annual return

28.00%

+18.43 pp from 2018

Benchmarks

See 88 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants5,000-9,999

Cohort88 peers

Snapshot2019

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 10 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$1,034,432
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 28 · EIN 42-0127290	Investment Management	$206,853
ARGENT TRUST COMPANY5+ years Service code 28 · EIN 62-1437218	Investment Management	$184,299
LOCKTON INVESTMENT ADVISORS, LLC2 years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 28 · EIN 20-8874282	Investment Management	$80,000
KUTAK ROCK LLP4 years Service code 28 · EIN 47-0597598	Investment Management	$38,066
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596	Accounting	$28,500
CHANEY CAPITAL MANAGEMENT1 year Service code 26 · EIN 91-1925976	Advisory (Participants)	$9,775
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782	Shareholder servicing fees; Securitie...	$8,138
VESTORY LLC1 year Service code 26 · EIN 27-1081911	Advisory (Participants)	$5,533
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59	Shareholder Servicing	$0

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

2 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.6M

$171 / participant

Investment mgmt$28K1.8%
Other / not subdivided$2M98.2%

% of EOY assets

0.047%

all-in expense ratio

Categories reported

1 / 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
Auditor EIN: 346565596
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$270,891

$95,048+185.0%

$141,197+91.9%

$82,204+229.5%

Participation rate

97.1%

73.7%+23.4pp

82.5%+14.6pp

73.4%+23.7pp

Annual return

28.00%

26.89%+1.1pp

71.41%-43.4pp

26.31%+1.7pp

Employer contribution / active EE

$1,994

$2,921-31.7%

$4,736-57.9%

$2,707-26.4%

Participant deferral / active EE

$11,027

$5,907+86.7%

$6,710+64.3%

$4,246+159.7%

Admin fee / account holder

$128

$78+65.4%

$10,265-98.7%

$76+69.9%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.2 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$1,034,432

PRINCIPAL LIFE INSURANCE COMPANY5+ years

Service code 28 · EIN 42-0127290

Investment Management

$206,853

ARGENT TRUST COMPANY5+ years

Service code 28 · EIN 62-1437218

Investment Management

$184,299

LOCKTON INVESTMENT ADVISORS, LLC2 years

Filed as: LOCKTON INVESTMENT ADVISORS LLC

Service code 28 · EIN 20-8874282

Investment Management

$80,000

KUTAK ROCK LLP4 years

Service code 28 · EIN 47-0597598

Investment Management

$38,066

ERNST & YOUNG LLP1 year

Filed as: ERNST & YOUNG US LLP

Service code 10 · EIN 34-6565596

Accounting

$28,500

CHANEY CAPITAL MANAGEMENT1 year

Service code 26 · EIN 91-1925976

Advisory (Participants)

$9,775

CHARLES SCHWAB & CO., INC.3 years

Service code 33 · EIN 94-1737782

Shareholder servicing fees; Securitie...

$8,138

VESTORY LLC1 year

Service code 26 · EIN 27-1081911

Advisory (Participants)

$5,533

CHARLES SCHWAB & CO., INC.3 years

Filed as: CHARLES SCHWAB & CO INC. AND AFFIL

Service code 59

Shareholder Servicing

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