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 (2022) 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 2022

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)

$88.5M

-16.5% from 2021

Total participants

216

+5.9% from 2021

Average account balance

$419,278

-20.9% from 2021

Annual return

-15.12%

-32.13 pp from 2021

Benchmarks

See 5,988 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,988 peers

Snapshot2022

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.8+ years Service code 15 · EIN 23-1945930	Recordkeeping	$48,897

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

$294 / participant

Other / not subdivided$48K100.0%

% of EOY assets

0.055%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WARREN AVERETT, LLC
Auditor EIN: 454084437
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$419,278

$84,482+396.3%

$125,363+234.5%

$66,930+526.4%

Participation rate

97.0%

76.4%+20.5pp

82.4%+14.6pp

69.8%+27.1pp

Annual return

-15.12%

-8.49%-6.6pp

572.15%-587.3pp

1.57%-16.7pp

Employer contribution / active EE

$11,070

$3,553+211.6%

$4,815+129.9%

$2,545+335.0%

Participant deferral / active EE

$8,908

$6,782+31.4%

$7,447+19.6%

$4,238+110.2%

Admin fee / account holder

$229

$685-66.6%

$10,005-97.7%

$593-61.5%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.8+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$48,897

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