Retirement plan

HENSEL PHELPS SALARY RETIREMENT PLAN

Name: HENSEL PHELPS CONSTRUCTION CO. - HENSEL PHELPS SALARY RETIREMENT PLAN (2016) Form 5500
Creator: HENSEL PHELPS CONSTRUCTION CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENSEL PHELPS SALARY RETIREMENT PLAN, HENSEL PHELPS CONSTRUCTION CO.

HENSEL PHELPS CONSTRUCTION CO.EIN 84-0876644Plan #060PY 2016

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

Other plans on this EIN

2 filings

#070Retirement-$25.2M assets #005Retirement-$9.5M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$236.3M

-8.9% from 2016

Total participants

1,550

-6.7% from 2016

Average account balance

$152,464

-2.3% from 2016

Annual return

6.57%

-6.47 pp from 2016

Benchmarks

See 388 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort388 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$645.60M

Not enough data

1 years with asset history on file

Average account balance

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

$177K

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.

3,646

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.

77.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$47.39M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$72

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

Top 3 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND2+ years Service code 13 · EIN 06-1050034	Contract Administrator	$432,410
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194	Advisory (Plan)	$113,055
ANTON COLLINS MITCHELL LLP1 year Service code 10 · EIN 01-0724563	Accounting	$20,000

Plan features & details

Pension benefit codes2E2J2F2G2T

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$433K

$312 / participant

Other / not subdivided$433K100.0%

% of EOY assets

0.183%

all-in expense ratio

Categories reported

0 / 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: ANTON COLLINS MITCHELL LLP
Auditor EIN: 010724563
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$152,464

$54,392+180.3%

$84,753+79.9%

$63,975+138.3%

Participation rate

100.0%

76.9%+23.1pp

76.6%+23.4pp

71.1%+28.9pp

Annual return

6.57%

611.38%-604.8pp

22.78%-16.2pp

48.65%-42.1pp

Employer contribution / active EE

$11,646

$2,943+295.7%

$3,574+225.8%

$2,182+433.8%

Participant deferral / active EE

$1,796

$2,593-30.7%

$3,712-51.6%

$3,356-46.5%

Admin fee / account holder

$280

$136+105.8%

$5,333-94.8%

$70+296.9%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND2+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$432,410

NFP RETIREMENT INC1 year

Filed as: NFP SECURITIES, INC.

Service code 27 · EIN 74-2794194

Advisory (Plan)

$113,055

ANTON COLLINS MITCHELL LLP1 year

Service code 10 · EIN 01-0724563

Accounting

$20,000

HENSEL PHELPS SALARY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENSEL PHELPS SALARY RETIREMENT 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