Retirement plan

HIGHWAY SAFETY DEVICES RETIREMENT PLAN

Name: HIGHWAY SAFETY DEVICES, INC. - HIGHWAY SAFETY DEVICES RETIREMENT PLAN (2018) Form 5500
Creator: HIGHWAY SAFETY DEVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HIGHWAY SAFETY DEVICES RETIREMENT PLAN, HIGHWAY SAFETY DEVICES, INC.

HIGHWAY SAFETY DEVICES, INC.EIN 59-2934582Plan #001PY 2018

6480 HARNEY ROAD - TAMPA, FL 33610813-759-1559highwaysafetydevices.comLinkedIn51-200 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+4.1% from 2017

Total participants

115

+2.7% from 2017

Average account balance

$29,744

-4.2% from 2017

Annual return

-3.83%

-20.38 pp from 2017

Benchmarks

See 1,072 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants100-249

Cohort1,072 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

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

$121K

$1207 / participant

Other / not subdivided$121K100.0%

% of EOY assets

4.666%

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

$29,744

$42,396-29.8%

$67,313-55.8%

$56,287-47.2%

Participation rate

72.0%

61.0%+11.0pp

69.1%+2.9pp

69.9%+2.1pp

Annual return

-3.83%

-36.63%+32.8pp

-4.08%+0.3pp

-9.96%+6.1pp

Employer contribution / active EE

$1,122

$1,414-20.6%

$2,566-56.3%

$2,111-46.8%

Participant deferral / active EE

$1,965

$2,360-16.7%

$3,568-44.9%

$3,350-41.3%

Admin fee / account holder

$1,388

$510+172.3%

$4,507-69.2%

$521+166.4%

HIGHWAY SAFETY DEVICES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HIGHWAY SAFETY DEVICES RETIREMENT 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