Retirement plan

HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN

Name: HANSON BRIDGETT LLP - HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN (2016) 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 2016

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

Other plans on this EIN

1 filing

#001Retirement-$81.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$26.8M

+9.2% from 2015

Total participants

135

+6.3% from 2015

Average account balance

$216,070

+0.4% from 2015

Annual return

7.51%

-17.13 pp from 2015

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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 MANAGEMENT2+ years Filed as: SAVANT INVESTMENT GROUP Service code 17 · EIN 27-2263282	Pension Consulting	$25,231
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 37 · EIN 04-2647786	Loan Processing	$114

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

$23K

$269 / participant

Investment mgmt$25K106.8%

% of EOY assets

0.086%

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

$216,070

$76,551+182.3%

$123,894+74.4%

$62,881+243.6%

Participation rate

87.2%

73.0%+14.2pp

81.4%+5.8pp

69.3%+17.9pp

Annual return

7.51%

18.68%-11.2pp

47.52%-40.0pp

20.14%-12.6pp

Employer contribution / active EE

$2,882-100.0%

$4,617-100.0%

$2,281-100.0%

Participant deferral / active EE

$11,668

$4,840+141.1%

$5,984+95.0%

$3,203+264.3%

Admin fee / account holder

$187

$4,826-96.1%

$8,357-97.8%

$4,296-95.7%

Provider

Service type

Compensation

SAVANT CAPITAL MANAGEMENT2+ years

Filed as: SAVANT INVESTMENT GROUP

Service code 17 · EIN 27-2263282

Pension Consulting

$25,231

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 37 · EIN 04-2647786

Loan Processing

$114

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