Retirement plan

HUMAN CAPITAL CONSULTANTS, LLC 401(K) P/S PLAN

Name: HUMAN CAPITAL CONSULTANTS, LLC - HUMAN CAPITAL CONSULTANTS, LLC 401(K) P/S PLAN (2022) Form 5500
Creator: HUMAN CAPITAL CONSULTANTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUMAN CAPITAL CONSULTANTS, LLC 401(K) P/S PLAN, HUMAN CAPITAL CONSULTANTS, LLC

HUMAN CAPITAL CONSULTANTS, LLCEIN 92-0195679Plan #001PY 2022

4201 WILSON BLVD, SUITE 320 - ARLINGTON, VA 22203202-601-1080humancapitalllc.comLinkedIn11-50 employeeshuman resources

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$909K

-10.5% from 2021

Total participants

0.0% from 2021

Average account balance

$181,808

+7.4% from 2021

Annual return

-18.14%

-32.84 pp from 2021

Benchmarks

See 17,023 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,023 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.34M

Not enough data

1 years with asset history on file

Average account balance

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

$192K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+7.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1550

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 codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$24K

$3002 / participant

Other / not subdivided$24K100.0%

% of EOY assets

2.642%

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

$181,808

$93,117+95.2%

$77,096+135.8%

$134,532+35.1%

Participation rate

50.0%

74.5%-24.5pp

67.9%-17.9pp

81.2%-31.2pp

Annual return

-18.14%

62.67%-80.8pp

42.35%-60.5pp

418.27%-436.4pp

Employer contribution / active EE

$3,280

$3,420-4.1%

$2,814+16.5%

$4,741-30.8%

Participant deferral / active EE

$8,860

$5,241+69.0%

$4,429+100.0%

$6,401+38.4%

Admin fee / account holder

$4,803

$6,948-30.9%

$5,428-11.5%

$11,429-58.0%

HUMAN CAPITAL CONSULTANTS, LLC 401(K) P/S PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUMAN CAPITAL CONSULTANTS, LLC 401(K) P/S 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