Retirement plan

HAND ARENDALL, L. L. C. RETIREMENT PLAN AND TRUST

Name: HAND ARENDALL, L.L.C. - HAND ARENDALL, L. L. C. RETIREMENT PLAN AND TRUST (2016) Form 5500
Creator: HAND ARENDALL, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAND ARENDALL, L. L. C. RETIREMENT PLAN AND TRUST, HAND ARENDALL, L.L.C.

HAND ARENDALL, L.L.C.EIN 63-0259798Plan #001PY 2016

11 NORTH WATER STREET, SUITE 30200 - MOBILE, AL 36602251-694-6290hsmclaw.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$62M

+9.0% from 2015

Total participants

163

0.0% from 2015

Average account balance

$382,747

+9.7% from 2015

Annual return

9.76%

+9.70 pp from 2015

Benchmarks

See 5,032 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,032 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$106.91M

Not enough data

1 years with asset history on file

Average account balance

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

$504K

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.

212

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.

92.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+13.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$226

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
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930	Recordkeeping	$16,196
TRUSTMARK NATIONAL BANK2+ years Filed as: TRUSTMARK Service code 26 · EIN 64-0180810	Advisory (Participants)	$97

Plan features & details

Pension benefit codes2E2F2G2J2R2T3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$15K

$120 / participant

Other / not subdivided$15K100.0%

% of EOY assets

0.025%

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: WILKINS MILLER, LLC
Auditor EIN: 270355040
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$382,747

$75,183+409.1%

$123,894+208.9%

$55,167+593.8%

Participation rate

99.2%

72.8%+26.4pp

81.4%+17.8pp

69.0%+30.2pp

Annual return

9.76%

19.01%-9.2pp

47.52%-37.8pp

169.23%-159.5pp

Employer contribution / active EE

$9,809

$2,823+247.4%

$4,617+112.5%

$1,963+399.8%

Participant deferral / active EE

$6,085

$5,084+19.7%

$5,984+1.7%

$3,054+99.2%

Admin fee / account holder

$95

$663-85.7%

$8,357-98.9%

$504-81.2%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$16,196

TRUSTMARK NATIONAL BANK2+ years

Filed as: TRUSTMARK

Service code 26 · EIN 64-0180810

Advisory (Participants)

$97

HAND ARENDALL, L. L. C. RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAND ARENDALL, L. L. C. RETIREMENT PLAN AND TRUST

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