Retirement plan

HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN

Name: HANSON BRIDGETT LLP - HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN (2019) 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 2019

425 MARKET STREET, 26TH FLOOR - SAN FRANCISCO, CA 94105415-777-3200hansonbridgett.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

1 filing

#001Retirement-$104.6M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$32.4M

+23.4% from 2018

Total participants

146

-3.9% from 2018

Average account balance

$228,181

+23.4% from 2018

Annual return

27.94%

+21.63 pp from 2018

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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 4 by compensation

Provider	Service type	Compensation
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE WEALTH MANAGEMENT LLC Service code 26 · EIN 26-3502254	Advisory (Participants)	$14,528
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT INVESTMENT GROUP LLC Service code 28 · EIN 27-2263282	Investment Management	$7,619
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59	Shareholder Servicing	$0
FIDELITY INVESTMENTS INSTITUTIONAL5+ years Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2G2J2R2S2T3D

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
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

1 tripped

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

$47K

$439 / participant

Investment mgmt$22K47.8%
Other / not subdivided$24K52.2%

% of EOY assets

0.144%

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: BPM LLP
Auditor EIN: 814234542
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$228,181

$89,652+154.5%

$141,197+61.6%

$65,186+250.0%

Participation rate

96.2%

74.7%+21.5pp

82.5%+13.8pp

70.2%+26.0pp

Annual return

27.94%

32.79%-4.9pp

71.41%-43.5pp

29.39%-1.4pp

Employer contribution / active EE

$3,065-100.0%

$4,736-100.0%

$2,177-100.0%

Participant deferral / active EE

$13,892

$5,691+144.1%

$6,710+107.0%

$3,514+295.3%

Admin fee / account holder

$328

$569-42.4%

$10,265-96.8%

$847-61.3%

Provider

Service type

Compensation

EVERCORE TRUST COMPANY1 year

Filed as: EVERCORE WEALTH MANAGEMENT LLC

Service code 26 · EIN 26-3502254

Advisory (Participants)

$14,528

SAVANT CAPITAL MANAGEMENT2 years

Filed as: SAVANT INVESTMENT GROUP LLC

Service code 28 · EIN 27-2263282

Investment Management

$7,619

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO AND AFFILIATES

Service code 59

Shareholder Servicing

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 59

Shareholder Servicing

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