Retirement plan

HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN

Name: HANSON BRIDGETT LLP - HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN (2015) Form 5500
Creator: HANSON BRIDGETT LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN, HANSON BRIDGETT LLP

HANSON BRIDGETT LLPEIN 94-1205338Plan #002PY 2015

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

Other plans on this EIN

1 filing

#001Retirement-$72.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$24.5M

No prior year

Total participants

127

No prior year

Average account balance

$215,173

No prior year

Annual return

24.64%

No prior year

Benchmarks

See 22,773 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort22,773 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$43.08M

Not enough data

1 years with asset history on file

Average account balance

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

$219K

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.

197

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.70M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+8.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$548

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 MANAGEMENT1+ years Filed as: SAVANT INVESTMENT GROUP Service code 16 · EIN 27-2263282	Consulting	$24,698
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	-$4,818

Plan features & details

Pension benefit codes2G2J

Plan features

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$18K

$217 / participant

Investment mgmt$22K117.6%

% of EOY assets

0.075%

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: 111986232
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$215,173

$72,177+198.1%

$115,038+87.0%

$59,633+260.8%

Participation rate

84.7%

72.6%+12.2pp

81.4%+3.3pp

68.7%+16.0pp

Annual return

24.64%

12.02%+12.6pp

26.14%-1.5pp

2041.45%-2016.8pp

Employer contribution / active EE

$2,841-100.0%

$4,608-100.0%

$2,203-100.0%

Participant deferral / active EE

$11,104

$4,783+132.2%

$6,026+84.2%

$3,192+247.9%

Admin fee / account holder

$162

$4,927-96.7%

$8,175-98.0%

$4,297-96.2%

Provider

Service type

Compensation

SAVANT CAPITAL MANAGEMENT1+ years

Filed as: SAVANT INVESTMENT GROUP

Service code 16 · EIN 27-2263282

Consulting

$24,698

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$4,818

HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HANSON BRIDGETT LLP ASSOCIATE 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