Retirement plan

HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN

Name: HANSON BRIDGETT LLP - HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN (2017) 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 2017

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

Other plans on this EIN

1 filing

#001Retirement-$90.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$24.9M

-7.1% from 2016

Total participants

143

+5.9% from 2016

Average account balance

$183,067

-15.3% from 2016

Annual return

42.27%

+34.77 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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 MANAGEMENT3+ years Filed as: SAVANT INVESTMENT GROUP Service code 16 · EIN 27-2263282	Consulting	$29,827
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$2,149

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

$29K

$315 / participant

Investment mgmt$29K100.0%

% of EOY assets

0.118%

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

$183,067

$85,766+113.4%

$136,298+34.3%

$70,126+161.1%

Participation rate

92.5%

74.2%+18.3pp

81.9%+10.6pp

69.5%+22.9pp

Annual return

42.27%

31.46%+10.8pp

5156.27%-5114.0pp

73.15%-30.9pp

Employer contribution / active EE

$2,966-100.0%

$4,696-100.0%

$2,343-100.0%

Participant deferral / active EE

$12,559

$5,051+148.6%

$6,247+101.0%

$3,332+276.9%

Admin fee / account holder

$215

$5,421-96.0%

$9,244-97.7%

$4,645-95.4%

Provider

Service type

Compensation

SAVANT CAPITAL MANAGEMENT3+ years

Filed as: SAVANT INVESTMENT GROUP

Service code 16 · EIN 27-2263282

Consulting

$29,827

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$2,149

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