Retirement plan

HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN

Name: HENSEL PHELPS CONSTRUCTION CO. - HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN (2021) Form 5500
Creator: HENSEL PHELPS CONSTRUCTION CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN, HENSEL PHELPS CONSTRUCTION CO.

HENSEL PHELPS CONSTRUCTION CO.EIN 84-0876644Plan #005PY 2021

420 SIXTH AVE. - GREELEY, CO 80631970-352-6565

Other plans on this EIN

2 filings

#060Retirement-$513.3M assets #070Retirement-$44.1M assets

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$17.9M

-11.0% from 2016

Total participants

737

-20.0% from 2016

Average account balance

$24,237

+11.3% from 2016

Annual return

9.81%

-3.43 pp from 2016

Benchmarks

See 1,300 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,300 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-99.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

Top 2 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND7+ years Service code 13 · EIN 06-1050034	Contract Administrator	$44,832
KESTRA INVESTMENT SERVICES LLC1 year Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359	Advisory (Plan)	$7,173

Plan features & details

Pension benefit codes2E2J2F2G2T3D

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$52K

$104 / participant

Other / not subdivided$52K100.0%

% of EOY assets

0.292%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: K FINANCIAL LLC
Auditor EIN: 760726945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,237

$78,275-69.0%

$109,191-77.8%

$86,828-72.1%

Participation rate

100.0%

73.8%+26.2pp

75.9%+24.1pp

72.3%+27.7pp

Annual return

9.81%

19.14%-9.3pp

25.76%-15.9pp

97.95%-88.1pp

Employer contribution / active EE

$3,626

$3,105+16.8%

$3,723-2.6%

$2,406+50.7%

Participant deferral / active EE

$3,641-100.0%

$4,653-100.0%

$4,132-100.0%

Admin fee / account holder

$71

$198-64.3%

$6,756-99.0%

$170-58.3%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND7+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$44,832

KESTRA INVESTMENT SERVICES LLC1 year

Filed as: KESTRA ADVISORY SERVICES LLC

Service code 27 · EIN 35-2552359

Advisory (Plan)

$7,173

HENSEL PHELPS HOURLY MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENSEL PHELPS HOURLY MONEY PURCHASE PENSION 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