Retirement plan

THE HAMILTON-RYKER GROUP, INC. 401K PLAN

Name: HAMILTON-RYKER GROUP, INC. - THE HAMILTON-RYKER GROUP, INC. 401K PLAN (2021) Form 5500
Creator: HAMILTON-RYKER GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE HAMILTON-RYKER GROUP, INC. 401K PLAN, HAMILTON-RYKER GROUP, INC.

HAMILTON-RYKER GROUP, INC.EIN 62-1859623Plan #001PY 2021

P.O. BOX 1068 - MARTIN, TN 38237731-587-3161LinkedIn1001-5000 employeeshuman resources

Other plans on this EIN

1 filing

#002Retirement-$9.5M assets

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$1.2M

+21.0% from 2020

Total participants

762

+62.8% from 2020

Average account balance

$48,291

+31.1% from 2020

Annual return

19.30%

+1.36 pp from 2020

Benchmarks

See 736 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort736 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

3.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$101

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)

$16467

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$360

$0 / participant

Investment mgmt$360100.0%

% of EOY assets

0.031%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ALEXANDER THOMPSON ARNOLD PLLC
Auditor EIN: 621110839
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,291

$41,647+16.0%

$96,171-49.8%

$86,821-44.4%

Participation rate

2.0%

50.3%-48.3pp

68.4%-66.5pp

72.3%-70.3pp

Annual return

19.30%

27.24%-7.9pp

192.04%-172.7pp

97.94%-78.6pp

Employer contribution / active EE

$1,328-100.0%

$2,799-100.0%

$2,406-100.0%

Participant deferral / active EE

$83

$2,412-96.6%

$4,350-98.1%

$4,132-98.0%

Admin fee / account holder

$15

$169-91.1%

$5,538-99.7%

$170-91.2%

THE HAMILTON-RYKER GROUP, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE HAMILTON-RYKER GROUP, INC. 401K 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