Retirement plan

HOGAN MFG. , INC. RETIREMENT PLAN

Name: HOGAN MFG. INC. - HOGAN MFG. , INC. RETIREMENT PLAN (2019) 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 2019

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

Other plans on this EIN

1 filing

#001Retirement-$10.2M assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$5M

+65.8% from 2018

Total participants

197

+28.8% from 2018

Average account balance

$43,651

+51.4% from 2018

Annual return

60.12%

+63.39 pp from 2018

Benchmarks

See 4,277 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort4,277 peers

Snapshot2019

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 2 by compensation

Provider	Service type	Compensation
GOLDMAN SACHS3 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS L Service code 27 · EIN 27-0493248	Advisory (Plan)	$17,446
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576	Sub-transfer agency fees; Recordkeepi...	$13,570

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

$31K

$165 / participant

Contract admin$31K100.0%

% of EOY assets

0.618%

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

$43,651

$65,376-33.2%

$87,102-49.9%

$65,185-33.0%

Participation rate

56.4%

75.3%-19.0pp

76.9%-20.5pp

70.2%-13.8pp

Annual return

60.12%

31.27%+28.9pp

28.19%+31.9pp

29.38%+30.7pp

Employer contribution / active EE

$1,822-100.0%

$2,521-100.0%

$2,177-100.0%

Participant deferral / active EE

$2,265

$3,388-33.2%

$4,048-44.1%

$3,514-35.5%

Admin fee / account holder

$270

$520-48.1%

$7,491-96.4%

$847-68.2%

Provider

Service type

Compensation

GOLDMAN SACHS3 years

Filed as: UNITED CAPITAL FINANCIAL ADVISORS L

Service code 27 · EIN 27-0493248

Advisory (Plan)

$17,446

STANCORP FINANCIAL GROUP2 years

Service code 12 · EIN 93-1253576

Sub-transfer agency fees; Recordkeepi...

$13,570

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