Retirement plan

HICKMAN LAND TITLE 401(K) PLAN

Name: HICKMAN LAND TITLE - HICKMAN LAND TITLE 401(K) PLAN (2016) Form 5500
Creator: HICKMAN LAND TITLE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HICKMAN LAND TITLE 401(K) PLAN, HICKMAN LAND TITLE

HICKMAN LAND TITLEEIN 87-0256751Plan #001PY 2016

112 NORTH MAIN - LOGAN, UT 84321435-752-0582hickmantitle.comLinkedIn11-50 employeesreal estate

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+13.5% from 2015

Total participants

-6.5% from 2015

Average account balance

$57,511

+13.5% from 2015

Annual return

8.34%

+10.25 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.81M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$168K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25083

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$25K

$1059 / participant

Other / not subdivided$25K100.0%

% of EOY assets

1.922%

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

$57,511

$215,361-73.3%

$171,082-66.4%

$273,972-79.0%

Participation rate

75.0%

82.0%-7.0pp

76.7%-1.7pp

83.0%-8.0pp

Annual return

8.34%

25.14%-16.8pp

32.56%-24.2pp

41.46%-33.1pp

Employer contribution / active EE

$1,489

$4,967-70.0%

$4,002-62.8%

$4,869-69.4%

Participant deferral / active EE

$2,092

$5,543-62.3%

$4,797-56.4%

$5,287-60.4%

Admin fee / account holder

$1,105

$10,846-89.8%

$8,520-87.0%

$10,133-89.1%

HICKMAN LAND TITLE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HICKMAN LAND TITLE 401(K) 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