Retirement plan

HASELWOOD AUTO GROUP 401(K) PLAN

Name: HASELWOOD AUTO GROUP - HASELWOOD AUTO GROUP 401(K) PLAN (2018) Form 5500
Creator: HASELWOOD AUTO GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HASELWOOD AUTO GROUP 401(K) PLAN, HASELWOOD AUTO GROUP

HASELWOOD AUTO GROUPEIN 91-0782497Plan #001PY 2018

515 WEST HILLS BLVD. - BREMERTON, WA 98312360-473-1635westhillsautoplex.comLinkedIn501-1000 employeesautomotive

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.4M

+5.3% from 2017

Total participants

683

+16.8% from 2017

Average account balance

$22,363

-7.4% from 2017

Annual return

-6.62%

-28.31 pp from 2017

Benchmarks

See 1,272 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,272 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.38M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

613

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.

74.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.66M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$314

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
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FT. WAYNE, IN 46802	Contract Administrator	$77,424
PANAGIOTU PENSION ADVISORS, INC.2 years Filed as: PANAGIOTU PENSION ADVISORS Service code 13 · EIN 91-1463664 7350 CIRQUE DR. W STE. 201 · UNIVERSITY PLACE, WA 98467	Contract Administrator	$42,740
PETERSON SULLIVAN LLP1 year Filed as: PETER SULLIVAN, LLP Service code 10 · EIN 91-0605875	Accounting	$6,020

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$126K

$289 / participant

Investment mgmt$77K61.4%
Contract admin$43K33.9%
Other / not subdivided$6K4.8%

% of EOY assets

0.942%

all-in expense ratio

Categories reported

2 / 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: PETERSON SULLIVAN LLP
Auditor EIN: 910605875
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,363

$35,485-37.0%

$74,551-70.0%

$55,725-59.9%

Participation rate

80.7%

62.5%+18.2pp

69.1%+11.6pp

70.9%+9.9pp

Annual return

-6.62%

0.72%-7.3pp

32.53%-39.2pp

244.93%-251.6pp

Employer contribution / active EE

$1,282

$777+64.9%

$1,961-34.6%

$2,078-38.3%

Participant deferral / active EE

$4,123

$2,181+89.0%

$3,108+32.6%

$3,356+22.9%

Admin fee / account holder

$211

$114+84.3%

$5,059-95.8%

$115+82.9%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION2 years

Service code 13 · EIN 35-0472300

P.O. BOX 7877 · FT. WAYNE, IN 46802

Contract Administrator

$77,424

PANAGIOTU PENSION ADVISORS, INC.2 years

Filed as: PANAGIOTU PENSION ADVISORS

Service code 13 · EIN 91-1463664

7350 CIRQUE DR. W STE. 201 · UNIVERSITY PLACE, WA 98467

Contract Administrator

$42,740

PETERSON SULLIVAN LLP1 year

Filed as: PETER SULLIVAN, LLP

Service code 10 · EIN 91-0605875

Accounting

$6,020

HASELWOOD AUTO GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HASELWOOD AUTO GROUP 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