Retirement plan

HWV ELECTRICAL AND MECHANICAL 401K PLAN

Name: HWV ELECTRICAL AND MECHANICAL - HWV ELECTRICAL AND MECHANICAL 401K PLAN (2018) Form 5500
Creator: HWV ELECTRICAL AND MECHANICAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HWV ELECTRICAL AND MECHANICAL 401K PLAN, HWV ELECTRICAL AND MECHANICAL

HWV ELECTRICAL AND MECHANICALEIN 81-1012704Plan #001PY 2018

9218 CYPRESS GREEN DR - JACKSONVILLE, FL 32256904-647-4993

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$60K

+244.4% from 2017

Total participants

0.0% from 2017

Average account balance

$14,961

+244.4% from 2017

Annual return

-0.33%

-0.33 pp from 2017

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$112K

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.

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+16.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$155

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 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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$271

$39 / participant

Other / not subdivided$271100.0%

% of EOY assets

0.453%

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

$14,961

$97,761-84.7%

$83,850-82.2%

$135,382-88.9%

Participation rate

57.1%

80.0%-22.8pp

76.1%-19.0pp

82.6%-25.5pp

Annual return

-0.33%

1287.44%-1287.8pp

850.92%-851.3pp

519.77%-520.1pp

Employer contribution / active EE

$961

$4,222-77.2%

$3,631-73.5%

$4,779-79.9%

Participant deferral / active EE

$5,114

$4,682+9.2%

$4,082+25.3%

$5,609-8.8%

Admin fee / account holder

$68

$6,674-99.0%

$5,478-98.8%

$10,829-99.4%

HWV ELECTRICAL AND MECHANICAL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HWV ELECTRICAL AND MECHANICAL 401K 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