Retirement plan

HOLLINGSWORTH & VOSE FIBER COMPANY GLASS FIBER PRODUCTION 401(K) PLAN

Name: HOLLINGSWORTH & VOSE COMPANY - HOLLINGSWORTH & VOSE FIBER COMPANY GLASS FIBER PRODUCTION 401(K) PLAN (2019) Form 5500
Creator: HOLLINGSWORTH & VOSE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLLINGSWORTH & VOSE FIBER COMPANY GLASS FIBER PRODUCTION 401(K) PLAN, HOLLINGSWORTH & VOSE COMPANY

HOLLINGSWORTH & VOSE COMPANYEIN 59-2401723Plan #007PY 2019

1115 SE CRYSTAL LAKE DRIVE - CORVALLIS, OR 97333541-753-1211LinkedIn51-200 employeeschemicals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.3M

+28.7% from 2018

Total participants

135

-0.7% from 2018

Average account balance

$69,043

+29.7% from 2018

Annual return

21.03%

+25.14 pp from 2018

Benchmarks

See 1,981 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,981 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.13M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

153

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.

97.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$870K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+18.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$176

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 2 by compensation

Provider	Service type	Compensation
GROVE MUELLER & SWANK PC1 year Filed as: GROVE, MUELLER & SWANK, P.C. Service code 10 · EIN 93-0874157	Accounting	$15,000
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 37 · EIN 04-2647786	Loan Processing	$1,738

Plan features & details

Pension benefit codes2F2G2J2T3D3H

Plan features

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$21K

$195 / participant

Investment mgmt$5K21.4%
Other / not subdivided$17K78.6%

% of EOY assets

0.230%

all-in expense ratio

Categories reported

1 / 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: GROVE, MUELLER & SWANK, PC
Auditor EIN: 930874157
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$69,043

$66,319+4.1%

$93,621-26.3%

$65,186+5.9%

Participation rate

99.1%

74.0%+25.1pp

75.8%+23.2pp

70.2%+28.9pp

Annual return

21.03%

42.59%-21.6pp

32.76%-11.7pp

29.39%-8.4pp

Employer contribution / active EE

$3,048

$2,013+51.4%

$2,719+12.1%

$2,177+40.0%

Participant deferral / active EE

$3,700

$3,343+10.7%

$4,070-9.1%

$3,514+5.3%

Admin fee / account holder

$159

$6,900-97.7%

$7,890-98.0%

$847-81.2%

Provider

Service type

Compensation

GROVE MUELLER & SWANK PC1 year

Filed as: GROVE, MUELLER & SWANK, P.C.

Service code 10 · EIN 93-0874157

Accounting

$15,000

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 37 · EIN 04-2647786

Loan Processing

$1,738

HOLLINGSWORTH & VOSE FIBER COMPANY GLASS FIBER PRODUCTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOLLINGSWORTH & VOSE FIBER COMPANY GLASS FIBER PRODUCTION 401(K) 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