Retirement plan

CALL HENRY, INC 401(K) PROFIT SHARING PLAN

Name: CALL HENRY, INC. - CALL HENRY, INC 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: CALL HENRY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALL HENRY, INC 401(K) PROFIT SHARING PLAN, CALL HENRY, INC.

CALL HENRY, INC.EIN 59-3083089Plan #002PY 2015

1425 CHAFFEE DRIVE, SUITE 4 - TITUSVILLE, FL 32780321-267-9808callhenry.comLinkedIn51-200 employeesfacilities services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4M

No prior year

Total participants

103

No prior year

Average account balance

$45,663

No prior year

Annual return

-2.08%

No prior year

Benchmarks

See 3,280 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,280 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.91M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

143.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$548K

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

+14.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6720

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

Top 4 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$5,536
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984	Other Services	$0
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445	Bank Trustee	$0
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS (WACHOVIA SECU Service code 49 1501 WEST SWANN AVENUE · TAMPA, FL 33606	Other Services	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

$6K

$88 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.138%

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: GARY RUNYAN
Auditor EIN: 592519864
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,663

$39,798+14.7%

$67,704-32.6%

$59,633-23.4%

Participation rate

76.2%

57.4%+18.8pp

67.5%+8.7pp

68.7%+7.5pp

Annual return

-2.08%

89.94%-92.0pp

25.41%-27.5pp

2041.45%-2043.5pp

Employer contribution / active EE

$1,946

$1,393+39.7%

$2,559-23.9%

$2,203-11.6%

Participant deferral / active EE

$3,035

$2,335+30.0%

$3,585-15.4%

$3,192-4.9%

Admin fee / account holder

$63

$3,212-98.0%

$4,255-98.5%

$4,297-98.5%

Provider

Service type

Compensation

ADP BROKER-DEALER1+ years

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$5,536

ADP BROKER-DEALER1+ years

Service code 49 · EIN 22-3319984

Other Services

STATE STREET GLOBAL ADVISORS1+ years

Filed as: STATE STREET CORPORATION

Service code 21 · EIN 04-1867445

Bank Trustee

WELLS FARGO BANK, N.A.1+ years

Filed as: WELLS FARGO ADVISORS (WACHOVIA SECU

Service code 49

1501 WEST SWANN AVENUE · TAMPA, FL 33606

Other Services

CALL HENRY, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CALL HENRY, 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