Retirement plan

HAND ARENDALL HARRISON SALE LLC RETIREMENT PLAN AND TRUST

Name: HAND ARENDALL HARRISON SALE LLC - HAND ARENDALL HARRISON SALE LLC RETIREMENT PLAN AND TRUST (2018) Form 5500
Creator: HAND ARENDALL HARRISON SALE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAND ARENDALL HARRISON SALE LLC RETIREMENT PLAN AND TRUST, HAND ARENDALL HARRISON SALE LLC

HAND ARENDALL HARRISON SALE LLCEIN 63-0259798Plan #001PY 2018

104 SAINT FRANCIS STREET, SUITE 300 - MOBILE, AL 36532251-694-6290hsmclaw.comLinkedIn51-200 employeeslaw practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$72.6M

-0.7% from 2017

Total participants

203

+22.3% from 2017

Average account balance

$359,453

-18.9% from 2017

Annual return

5.26%

-13.41 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930	Recordkeeping	$48,823

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

$48K

$297 / participant

Other / not subdivided$48K100.0%

% of EOY assets

0.067%

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

$359,453

$73,102+391.7%

$123,552+190.9%

$56,287+538.6%

Participation rate

99.4%

74.3%+25.1pp

82.3%+17.1pp

69.9%+29.5pp

Annual return

5.26%

3.01%+2.3pp

119.20%-113.9pp

-9.96%+15.2pp

Employer contribution / active EE

$9,239

$2,977+210.3%

$4,628+99.6%

$2,111+337.6%

Participant deferral / active EE

$6,431

$5,423+18.6%

$6,426+0.1%

$3,350+92.0%

Admin fee / account holder

$240

$554-56.7%

$9,285-97.4%

$521-54.0%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.4+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$48,823

HAND ARENDALL HARRISON SALE LLC RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAND ARENDALL HARRISON SALE LLC 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