Retirement plan

BIGBY, HAVIS & ASSOCIATES, INC. 401(K) PROFIT SHARING TRUST

Name: BIGBY, HAVIS & ASSOCIATES, INC. - BIGBY, HAVIS & ASSOCIATES, INC. 401(K) PROFIT SHARING TRUST (2015) Form 5500
Creator: BIGBY, HAVIS & ASSOCIATES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIGBY, HAVIS & ASSOCIATES, INC. 401(K) PROFIT SHARING TRUST, BIGBY, HAVIS & ASSOCIATES, INC.

BIGBY, HAVIS & ASSOCIATES, INC.EIN 75-2289925Plan #001PY 2015

12750 MERIT DRIVE, SUITE 300, LB 65 - DALLAS, TX 75251972-233-6055

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6M

No prior year

Total participants

No prior year

Average account balance

$76,950

No prior year

Annual return

3.65%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.52M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

334

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.

91.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.46M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$231

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

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 codes2E2F2G2J2T3D

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.
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

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

$206K

$3277 / participant

Other / not subdivided$206K100.0%

% of EOY assets

3.440%

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

$76,950

$72,177+6.6%

$115,038-33.1%

$59,633+29.0%

Participation rate

84.1%

72.6%+11.6pp

81.4%+2.8pp

68.7%+15.5pp

Annual return

3.65%

12.02%-8.4pp

26.14%-22.5pp

2041.45%-2037.8pp

Employer contribution / active EE

$2,388

$2,841-16.0%

$4,608-48.2%

$2,203+8.4%

Participant deferral / active EE

$6,750

$4,783+41.1%

$6,026+12.0%

$3,192+111.5%

Admin fee / account holder

$2,647

$4,927-46.3%

$8,175-67.6%

$4,297-38.4%

BIGBY, HAVIS & ASSOCIATES, INC. 401(K) PROFIT SHARING TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BIGBY, HAVIS & ASSOCIATES, INC. 401(K) PROFIT SHARING 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