Retirement plan

CALL HENRY, INC 401(K) PROFIT SHARING PLAN

Name: CALL HENRY, INC. - CALL HENRY, INC 401(K) PROFIT SHARING PLAN (2017) 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 2017

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

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$5.2M

+18.2% from 2016

Total participants

112

+3.7% from 2016

Average account balance

$56,275

+13.1% from 2016

Annual return

16.43%

+9.28 pp from 2016

Benchmarks

See 3,723 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,723 peers

Snapshot2017

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 3 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745	Recordkeeping	$5,286
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984	Other Services	$0
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS WACHOVIA SECUR 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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$71 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.102%

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: ASSURANCE DIMENSIONS
Auditor EIN: 263429295
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,275

$47,848+17.6%

$81,473-30.9%

$70,126-19.8%

Participation rate

73.0%

58.3%+14.7pp

68.0%+5.0pp

69.5%+3.4pp

Annual return

16.43%

27.25%-10.8pp

38.78%-22.4pp

73.15%-56.7pp

Employer contribution / active EE

$1,998

$1,527+30.9%

$2,568-22.2%

$2,343-14.7%

Participant deferral / active EE

$3,521

$2,453+43.5%

$3,537-0.5%

$3,332+5.7%

Admin fee / account holder

$57

$3,145-98.2%

$4,561-98.7%

$4,645-98.8%

Provider

Service type

Compensation

ADP BROKER-DEALER3+ years

Filed as: ADP, LLC

Service code 15 · EIN 13-3036745

Recordkeeping

$5,286

ADP BROKER-DEALER3+ years

Service code 49 · EIN 22-3319984

Other Services

WELLS FARGO BANK, N.A.1 year

Filed as: WELLS FARGO ADVISORS WACHOVIA SECUR

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