Retirement plan

HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING PROFIT SHARING PLAN

Name: HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING - HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING PROFIT SHARING PLAN (2018) Form 5500
Creator: HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING PROFIT SHARING PLAN, HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING

HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTINGEIN 86-0995436Plan #002PY 2018

16414 N. 91ST STREET, SUITE B-101 - SCOTTSDALE, AZ 852601575480-948-8234

Prospect flagsHigh cashLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$4M

+20.2% from 2017

Total participants

294

+6.1% from 2017

Average account balance

$13,516

+13.2% from 2017

Annual return

-3.42%

-17.10 pp from 2017

Benchmarks

See 1,182 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,182 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.76M

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

473

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.

81.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$410K

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

+11.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$71

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL Service code 28 7033 E. GREENWAY PARKWAY · SCOTTSDALE, AZ 85254	Investment Management	$16,550

Plan features & details

Pension benefit codes2A2E3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.
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

3 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$17K

$63 / participant

Investment mgmt$17K99.5%
Other / not subdivided$780.5%

% of EOY assets

0.420%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WEINTRAUB AND SCHANCK, P.C.
Auditor EIN: 300140762
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,516

$56,443-76.1%

$83,831-83.9%

$55,725-75.7%

Participation rate

99.6%

72.0%+27.6pp

76.1%+23.5pp

70.9%+28.8pp

Annual return

-3.42%

393.67%-397.1pp

850.99%-854.4pp

244.93%-248.4pp

Employer contribution / active EE

$3,256

$2,682+21.4%

$3,631-10.3%

$2,078+56.7%

Participant deferral / active EE

$2,965-100.0%

$4,082-100.0%

$3,356-100.0%

Admin fee / account holder

$57

$156-63.7%

$5,479-99.0%

$115-50.7%

Provider

Service type

Compensation

STIFEL NICOLAUS & CO INC2 years

Filed as: STIFEL

Service code 28

7033 E. GREENWAY PARKWAY · SCOTTSDALE, AZ 85254

Investment Management

$16,550

HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING PROFIT SHARING 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