Retirement plan

HENSEL PHELPS SALARY RETIREMENT PLAN

Name: HENSEL PHELPS CONSTRUCTION CO. - HENSEL PHELPS SALARY RETIREMENT PLAN (2018) 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 2018

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

Other plans on this EIN

2 filings

#070Retirement-$30.5M assets #005Retirement-$12.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$283.6M

-8.9% from 2016

Total participants

1,771

-6.7% from 2016

Average account balance

$160,113

-2.3% from 2016

Annual return

-4.44%

-6.47 pp from 2016

Benchmarks

See 405 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants1,000-4,999

Cohort405 peers

Snapshot2018

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 AND4+ years Service code 13 · EIN 06-1050034	Contract Administrator	$337,278
KESTRA INVESTMENT SERVICES LLC2 years Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359	Advisory (Plan)	$152,981
ANTON COLLINS MITCHELL LLP1 year Filed as: ACM LLP Service code 10 · EIN 01-0724563	Accounting	$16,500

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$658K

$411 / participant

Other / not subdivided$658K100.0%

% of EOY assets

0.232%

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: ACM LLP
Auditor EIN: 010724563
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$160,113

$60,396+165.1%

$83,831+91.0%

$75,289+112.7%

Participation rate

100.0%

80.7%+19.3pp

76.1%+23.9pp

72.4%+27.6pp

Annual return

-4.44%

3.84%-8.3pp

850.99%-855.4pp

-0.04%-4.4pp

Employer contribution / active EE

$11,991

$3,343+258.7%

$3,631+230.2%

$2,405+398.6%

Participant deferral / active EE

$1,853

$2,922-36.6%

$4,082-54.6%

$3,739-50.4%

Admin fee / account holder

$372

$141+163.3%

$5,479-93.2%

$102+263.5%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND4+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$337,278

KESTRA INVESTMENT SERVICES LLC2 years

Filed as: KESTRA ADVISORY SERVICES

Service code 27 · EIN 35-2552359

Advisory (Plan)

$152,981

ANTON COLLINS MITCHELL LLP1 year

Filed as: ACM LLP

Service code 10 · EIN 01-0724563

Accounting

$16,500

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