Retirement plan

HARDMAN LUMBER CO. OF ARKADELPHIA INC PROFIT SHARING PLAN

Name: HARDMAN LUMBER CO. OF ARKADELPHIA - HARDMAN LUMBER CO. OF ARKADELPHIA INC PROFIT SHARING PLAN (2020) Form 5500
Creator: HARDMAN LUMBER CO. OF ARKADELPHIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARDMAN LUMBER CO. OF ARKADELPHIA INC PROFIT SHARING PLAN, HARDMAN LUMBER CO. OF ARKADELPHIA

HARDMAN LUMBER CO. OF ARKADELPHIAEIN 71-0451066Plan #001PY 2020

3026 PINE STREET - ARKADELPHIA, AR 71923870-246-5824

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+1.9% from 2019

Total participants

-4.5% from 2019

Average account balance

$85,528

+6.8% from 2019

Annual return

10.65%

+9.37 pp from 2019

Benchmarks

See 18,871 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,871 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.89M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$200K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

-42.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$36004

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 codes2E3D3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$268K

$13419 / participant

Other / not subdivided$268K100.0%

% of EOY assets

14.943%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,528

$112,935-24.3%

$90,970-6.0%

$158,966-46.2%

Participation rate

100.0%

74.7%+25.3pp

69.0%+31.0pp

82.0%+18.0pp

Annual return

10.65%

215.79%-205.1pp

134.58%-123.9pp

302.95%-292.3pp

Employer contribution / active EE

$5,000

$2,895+72.7%

$2,122+135.6%

$4,762+5.0%

Participant deferral / active EE

$4,129-100.0%

$3,373-100.0%

$5,983-100.0%

Admin fee / account holder

$12,780

$8,045+58.9%

$5,960+114.4%

$11,250+13.6%

HARDMAN LUMBER CO. OF ARKADELPHIA INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HARDMAN LUMBER CO. OF ARKADELPHIA INC PROFIT SHARING 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