Retirement plan

HAUNI RICHMOND INC SAVINGS INCENTIVE PLAN

Name: HAUNI RICHMOND INC - HAUNI RICHMOND INC SAVINGS INCENTIVE PLAN (2016) Form 5500
Creator: HAUNI RICHMOND INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAUNI RICHMOND INC SAVINGS INCENTIVE PLAN, HAUNI RICHMOND INC

HAUNI RICHMOND INCEIN 54-1733108Plan #002PY 2016

2800 CHARLES CITY RD - RICHMOND, VA 232314532804-236-5224

Other plans on this EIN

1 filing

#001Retirement-$29.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.2M

-2.5% from 2015

Total participants

147

+4.3% from 2015

Average account balance

$109,997

-6.5% from 2015

Annual return

6.46%

+4.53 pp from 2015

Benchmarks

See 2,366 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,366 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.99M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

159

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.

84.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.50M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$460

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

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC1 year Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143	Advisory (Plan)	$21,752
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Service code 13 · EIN 06-1050034	Contract Administrator	$1,210
PRUDENTIAL RETIREMENT INSURANCE AND1 year Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2G2J2E3D2T

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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$23K

$191 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.143%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MITCHELL, WIGGINS & COMPANY ,LLP
Auditor EIN: 540565834
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$109,997

$63,924+72.1%

$108,582+1.3%

$55,167+99.4%

Participation rate

100.0%

74.3%+25.7pp

79.6%+20.4pp

69.0%+31.0pp

Annual return

6.46%

15.31%-8.8pp

-51.70%+58.2pp

169.23%-162.8pp

Employer contribution / active EE

$1,800

$1,879-4.2%

$3,758-52.1%

$1,963-8.3%

Participant deferral / active EE

$5,576

$3,067+81.8%

$4,311+29.4%

$3,054+82.6%

Admin fee / account holder

$157

$618-74.5%

$7,645-97.9%

$504-68.8%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC1 year

Filed as: CAPTRUST FINANCIAL PARTNERS

Service code 27 · EIN 26-0058143

Advisory (Plan)

$21,752

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$1,210

PRUDENTIAL RETIREMENT INSURANCE AND1 year

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 15

Recordkeeping

HAUNI RICHMOND INC SAVINGS INCENTIVE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAUNI RICHMOND INC SAVINGS INCENTIVE 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