Retirement plan

HCI INTEGRATED SOLUTIONS SAVINGS AND RETIREMENT PL

Name: HURRICANE CONSULTING, INC - HCI INTEGRATED SOLUTIONS SAVINGS AND RETIREMENT PL (2020) Form 5500
Creator: HURRICANE CONSULTING, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HCI INTEGRATED SOLUTIONS SAVINGS AND RETIREMENT PL, HURRICANE CONSULTING, INC

HURRICANE CONSULTING, INCdba HCI INTEGRATED SOLUTIONS, INCEIN 65-0601088Plan #001PY 2020

11325 RANDOM HILLS ROAD, SUITE 360 - FAIRFAX, VA 22030703-537-3151

Prospect flagsLow returnsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$4.6M

-1.8% from 2019

Total participants

312

+11.8% from 2019

Average account balance

$17,442

-8.6% from 2019

Annual return

8.83%

-11.95 pp from 2019

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.67M

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

302

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.

70.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.82M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$245

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 3 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS6+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817	Advisory (Plan)	$28,210
PROFESSIONAL CAPITAL SERVICES, LLC4 years Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 13 · EIN 23-3038464	Contract Administrator	$23,909
SOURCE ONE2 years Service code 10 · EIN 38-2706146 6031 UNIVERSITY BLVD, SUITE 300 · ELLICOTT CITY, MD 21043	Accounting	$13,000

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$65K

$272 / participant

Investment mgmt$28K43.3%
Contract admin$24K36.7%
Other / not subdivided$13K20.0%

% of EOY assets

1.430%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: REGAN SCHICKNER HARPER LLC
Auditor EIN: 462374336
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,442

$99,957-82.6%

$149,745-88.4%

$73,497-76.3%

Participation rate

78.7%

75.7%+3.0pp

82.5%-3.8pp

70.7%+8.0pp

Annual return

8.83%

53.87%-45.0pp

276.72%-267.9pp

28.51%-19.7pp

Employer contribution / active EE

$4,751

$3,191+48.9%

$4,646+2.3%

$2,270+109.3%

Participant deferral / active EE

$377

$6,073-93.8%

$6,843-94.5%

$3,740-89.9%

Admin fee / account holder

$249

$551-54.7%

$9,312-97.3%

$513-51.4%

Provider

Service type

Compensation

AMERICAN FUNDS6+ years

Filed as: THE CAPITAL GROUP INVESTMENT ADVISO

Service code 27

6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817

Advisory (Plan)

$28,210

PROFESSIONAL CAPITAL SERVICES, LLC4 years

Filed as: PROFESSIONAL CAPITAL SERVICES LLC

Service code 13 · EIN 23-3038464

Contract Administrator

$23,909

SOURCE ONE2 years

Service code 10 · EIN 38-2706146

6031 UNIVERSITY BLVD, SUITE 300 · ELLICOTT CITY, MD 21043

Accounting

$13,000

HCI INTEGRATED SOLUTIONS SAVINGS AND RETIREMENT PL

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HCI INTEGRATED SOLUTIONS SAVINGS AND RETIREMENT PL

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