Retirement plan

PAY DEFERRAL AND SAVINGS PLAN OF HINES INTERESTS LIMITED PARTNERSHIP

Name: HINES INTERESTS LIMITED PARTNERSHIP - PAY DEFERRAL AND SAVINGS PLAN OF HINES INTERESTS LIMITED PARTNERSHIP (2018) Form 5500
Creator: HINES INTERESTS LIMITED PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAY DEFERRAL AND SAVINGS PLAN OF HINES INTERESTS LIMITED PARTNERSHIP, HINES INTERESTS LIMITED PARTNERSHIP

HINES INTERESTS LIMITED PARTNERSHIPEIN 76-0293595Plan #001PY 2018

2800 POST OAK BOULEVARD, SUITE 4800 - HOUSTON, TX 77056713-621-8000

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed September 26, 2003

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)

$467.9M

-1.8% from 2017

Total participants

3,774

-1.8% from 2017

Average account balance

$127,504

-0.1% from 2017

Annual return

-3.72%

-24.01 pp from 2017

Benchmarks

See 115 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants1,000-4,999

Cohort115 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$873.17M

Not enough data

1 years with asset history on file

Average account balance

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

$198K

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.

4,401

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.

94.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$128

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$97,965
PRIME CAPITAL INVESTMENT ADVISORS1 year Filed as: PRIME CAPITAL INVESTMENT ADVISORS I Service code 16 PO BOX 3113 · WICHITA, KS 67201	Consulting	$70,200
MORNINGSTAR4+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602	Advisory (Participants)	$36,497
C. HINES1 year Filed as: HINES INTERESTS, LP Service code 14 2800 POST OAK BLVD · HOUSTON, TX 77056	Plan Administrator	$29,225
THE LAMPO GROUP, INC.1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027	Advisory (Participants)	$28,841
WEAVER AND TIDWELL, LLP1 year Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107	Accounting	$13,800
BAKER & BOTTS3 years Filed as: BAKER BOTTS LLP Service code 29 PO BOX 301251 · DALLAS, TX 75303	Legal	$5,559

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$326K

$120 / participant

Investment mgmt$65K20.0%
Other / not subdivided$261K80.0%

% of EOY assets

0.070%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WEAVER AND TIDWELL, LLP.
Auditor EIN: 750786316
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$127,504

$38,058+235.0%

$169,463-24.8%

$75,289+69.4%

Participation rate

96.2%

65.1%+31.0pp

77.8%+18.4pp

72.4%+23.7pp

Annual return

-3.72%

-2.88%-0.8pp

1.83%-5.5pp

-0.04%-3.7pp

Employer contribution / active EE

$4,658

$1,478+215.1%

$4,159+12.0%

$2,405+93.7%

Participant deferral / active EE

$8,671

$3,201+170.9%

$5,277+64.3%

$3,739+131.9%

Admin fee / account holder

$89

$85+4.3%

$9,109-99.0%

$102-13.1%

Provider

Service type

Compensation

T ROWE PRICE RPS INC4+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$97,965

PRIME CAPITAL INVESTMENT ADVISORS1 year

Filed as: PRIME CAPITAL INVESTMENT ADVISORS I

Service code 16

PO BOX 3113 · WICHITA, KS 67201

Consulting

$70,200

MORNINGSTAR4+ years

Service code 26

22 WEST WASHINGTON STREET · CHICAGO, IL 60602

Advisory (Participants)

$36,497

C. HINES1 year

Filed as: HINES INTERESTS, LP

Service code 14

2800 POST OAK BLVD · HOUSTON, TX 77056

Plan Administrator

$29,225

THE LAMPO GROUP, INC.1 year

Service code 26

1749 MALLORY LANE · BRENTWOOD, TN 37027

Advisory (Participants)

$28,841

WEAVER AND TIDWELL, LLP1 year

Service code 10

2821 WEST 7TH STREET · FORT WORTH, TX 76107

Accounting

$13,800

BAKER & BOTTS3 years

Filed as: BAKER BOTTS LLP

Service code 29

PO BOX 301251 · DALLAS, TX 75303

Legal

$5,559

PAY DEFERRAL AND SAVINGS PLAN OF HINES INTERESTS LIMITED PARTNERSHIP

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PAY DEFERRAL AND SAVINGS PLAN OF HINES INTERESTS LIMITED PARTNERSHIP

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