Retirement plan

D.R. HORTON, INC. PROFIT SHARING PLUS PLAN

Name: D.R. HORTON, INC. - D.R. HORTON, INC. PROFIT SHARING PLUS PLAN (2015) Form 5500
Creator: D.R. HORTON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, D.R. HORTON, INC. PROFIT SHARING PLUS PLAN, D.R. HORTON, INC.

D.R. HORTON, INC.EIN 75-2386963Plan #001PY 2015

301 COMMERCE STREET SUITE 500 - FORT WORTH, TX 76102817-390-8200drhorton.comLinkedIn5001-10000 employeesconstruction

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed November 8, 2002 (most recent of 3 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$326.4M

-12.9% from 2016

Total participants

6,381

-9.9% from 2016

Average account balance

$54,133

-1.8% from 2016

Annual return

0.47%

-8.04 pp from 2016

Benchmarks

See 33 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants5,000-9,999

Cohort33 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.42B

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

15,782

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.

88.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$169.05M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+15.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$71

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLP Service code 27 1250 CAPITAL OF TEXAS · AUSTIN, TX 78746	Advisory (Plan)	$159,578
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 27	Advisory (Plan)	$124,289
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2S

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$160K

$30 / participant

Investment mgmt$160K99.9%
Contract admin$1070.1%

% of EOY assets

0.049%

all-in expense ratio

Categories reported

2 / 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: WHITLEY PENN, LLP
Auditor EIN: 752393478
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,133

$48,096+12.6%

$75,784-28.6%

$67,505-19.8%

Participation rate

93.3%

86.8%+6.5pp

75.8%+17.5pp

71.2%+22.1pp

Annual return

0.47%

0.30%+0.2pp

9.68%-9.2pp

6.52%-6.1pp

Employer contribution / active EE

$2,218

$2,549-13.0%

$3,323-33.3%

$2,173+2.1%

Participant deferral / active EE

$5,674

$3,109+82.5%

$3,652+55.4%

$3,597+57.8%

Admin fee / account holder

$26

$82-67.7%

$5,300-99.5%

$56-52.8%

Provider

Service type

Compensation

NFP RETIREMENT INC1+ years

Filed as: NFP ADVISOR SERVICES LLP

Service code 27

1250 CAPITAL OF TEXAS · AUSTIN, TX 78746

Advisory (Plan)

$159,578

NFP RETIREMENT INC1+ years

Filed as: NFP ADVISOR SERVICES, LLC

Service code 27

Advisory (Plan)

$124,289

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: GREAT-WEST LIFE & ANNUITY INS. CO.

Service code 15

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping

D.R. HORTON, INC. PROFIT SHARING PLUS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

D.R. HORTON, INC. PROFIT SHARING PLUS PLAN

Top hat statement on fileNQDC

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