Retirement plan

HENLEY CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN

Name: HENLEY CONSTRUCTION CO., INC. - HENLEY CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: HENLEY CONSTRUCTION CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENLEY CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN, HENLEY CONSTRUCTION CO., INC.

HENLEY CONSTRUCTION CO., INC.EIN 52-0848971Plan #001PY 2019

7940 QUEENAIR DRIVE - GAITHERSBURG, MD 208794138301-417-1006henleyconstruction.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$2.5M

+28.2% from 2018

Total participants

-17.2% from 2018

Average account balance

$51,708

+33.5% from 2018

Annual return

26.90%

+35.33 pp from 2018

Benchmarks

See 15,813 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,813 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.29M

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$305K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+9.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30165

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 codes2E2G2H2J2R

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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$109K

$2423 / participant

Other / not subdivided$109K100.0%

% of EOY assets

4.393%

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

$51,708

$65,364-20.9%

$92,909-44.3%

$72,975-29.1%

Participation rate

100.0%

68.3%+31.7pp

76.0%+24.0pp

69.5%+30.5pp

Annual return

26.90%

42.11%-15.2pp

109.44%-82.5pp

81.01%-54.1pp

Employer contribution / active EE

$480

$2,594-81.5%

$3,653-86.9%

$2,440-80.3%

Participant deferral / active EE

$2,398

$3,128-23.3%

$4,238-43.4%

$3,608-33.5%

Admin fee / account holder

$2,272

$4,251-46.6%

$5,795-60.8%

$5,124-55.7%

HENLEY CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENLEY CONSTRUCTION CO., INC. 401(K) 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