Retirement plan

HOGAN MFG. , INC. RETIREMENT PLAN

Name: HOGAN MFG. INC. - HOGAN MFG. , INC. RETIREMENT PLAN (2017) Form 5500
Creator: HOGAN MFG. INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOGAN MFG. , INC. RETIREMENT PLAN, HOGAN MFG. INC.

HOGAN MFG. INC.EIN 94-2314454Plan #002PY 2017

1638 MAIN STREET - ESCALON, CA 95320209-838-7323hoganmfg.comLinkedIn51-200 employeesmachinery

Other plans on this EIN

1 filing

#001Retirement-$9.4M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3M

+24.9% from 2016

Total participants

153

+35.4% from 2016

Average account balance

$28,956

+27.3% from 2016

Annual return

15.42%

-1.61 pp from 2016

Benchmarks

See 4,147 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,147 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$21.66M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

212

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.

87.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.38M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+9.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$515

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 1 by compensation

Provider	Service type	Compensation
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL ADVISORS L Service code 27 · EIN 27-0493248	Advisory (Plan)	$10,177

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$19K

$133 / participant

Contract admin$19K100.0%

% of EOY assets

0.635%

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: BFBA, LLP
Auditor EIN: 680000424
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,956

$64,909-55.4%

$82,312-64.8%

$62,293-53.5%

Participation rate

66.9%

74.9%-8.0pp

76.9%-10.0pp

69.5%-2.6pp

Annual return

15.42%

21.18%-5.8pp

25.88%-10.5pp

28.90%-13.5pp

Employer contribution / active EE

$1,676-100.0%

$2,428-100.0%

$2,042-100.0%

Participant deferral / active EE

$2,579

$3,103-16.9%

$3,706-30.4%

$3,169-18.6%

Admin fee / account holder

$184

$440-58.2%

$5,608-96.7%

$479-61.6%

Provider

Service type

Compensation

GOLDMAN SACHS1 year

Filed as: UNITED CAPITAL FINANCIAL ADVISORS L

Service code 27 · EIN 27-0493248

Advisory (Plan)

$10,177

HOGAN MFG. , INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOGAN MFG. , INC. RETIREMENT 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