Retirement plan

HANSON BRIDGETT LLP PROFIT SHARING PLAN

Name: HANSON BRIDGETT LLP - HANSON BRIDGETT LLP PROFIT SHARING PLAN (2017) Form 5500
Creator: HANSON BRIDGETT LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HANSON BRIDGETT LLP PROFIT SHARING PLAN, HANSON BRIDGETT LLP

HANSON BRIDGETT LLPEIN 94-1205338Plan #001PY 2017

425 MARKET STREET, 26TH FLOOR - SAN FRANCISCO, CA 941055401415-777-3200hansonbridgett.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

1 filing

#002Retirement-$24.9M assets

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$90.4M

+10.7% from 2016

Total participants

291

+1.0% from 2016

Average account balance

$315,022

+6.9% from 2016

Annual return

9.05%

-0.73 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$178.05M

Not enough data

1 years with asset history on file

Average account balance

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

$503K

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.

354

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.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+13.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$606

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 2 by compensation

Provider	Service type	Compensation
SAVANT CAPITAL MANAGEMENT3+ years Filed as: SAVANT INVESTMENT GROUP LLC Service code 16 · EIN 27-2263282	Consulting	$78,685
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	-$18,367

Plan features & details

Pension benefit codes2A2E2G2J

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.
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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$86K

$389 / participant

Investment mgmt$86K100.0%

% of EOY assets

0.095%

all-in expense ratio

Categories reported

1 / 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: MARCUM LLP
Auditor EIN: 111986323
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$315,022

$80,753+290.1%

$136,298+131.1%

$62,293+405.7%

Participation rate

98.2%

73.5%+24.7pp

81.9%+16.3pp

69.5%+28.7pp

Annual return

9.05%

35.83%-26.8pp

5156.27%-5147.2pp

28.90%-19.8pp

Employer contribution / active EE

$12,513

$2,884+333.9%

$4,696+166.5%

$2,042+512.7%

Participant deferral / active EE

$9,580

$5,164+85.5%

$6,247+53.3%

$3,169+202.3%

Admin fee / account holder

$300

$525-43.0%

$9,244-96.8%

$479-37.5%

Provider

Service type

Compensation

SAVANT CAPITAL MANAGEMENT3+ years

Filed as: SAVANT INVESTMENT GROUP LLC

Service code 16 · EIN 27-2263282

Consulting

$78,685

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$18,367

HANSON BRIDGETT LLP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HANSON BRIDGETT LLP 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