Retirement plan

M H WHITTIER CORPORATION SAVINGS PLAN

Name: M H WHITTIER CORPORATION - M H WHITTIER CORPORATION SAVINGS PLAN (2016) Form 5500
Creator: M H WHITTIER CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M H WHITTIER CORPORATION SAVINGS PLAN, M H WHITTIER CORPORATION

M H WHITTIER CORPORATIONEIN 95-2459099Plan #334PY 2016

1600 HUNTINGTON DRIVE - SOUTH PASADENA, CA 91030626-441-5111

Other plans on this EIN

1 filing

#333Retirement-$33.4M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$33M

+4.2% from 2015

Total participants

185

+3.4% from 2015

Average account balance

$189,452

+1.8% from 2015

Annual return

8.54%

+5.04 pp from 2015

Benchmarks

See 293 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants100-249

Cohort293 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$108.21M

Not enough data

1 years with asset history on file

Average account balance

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

$342K

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.

316

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.

97.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.40M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+16.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 3 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC1 year Filed as: CAPTRUST ADVISORS LLC Service code 27 PO BOX 600071 · RALEIGH, NC 27675	Advisory (Plan)	$6,555
DRINKER BIDDLE & REATH LLP1 year Filed as: DRINKER BIDDLE REATH LLP Service code 16 ONE LOGAN SQUARE STE 2000 · PHILADEPHIA, PA 19103	Consulting	$6,549
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$125

Plan features & details

Pension benefit codes2E2G2J2R

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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$14K

$91 / participant

Investment mgmt$7K45.7%
Other / not subdivided$8K54.3%

% of EOY assets

0.044%

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: HUTCHINSON & BLOODGOOD LLP
Auditor EIN: 950858589
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$189,452

$61,616+207.5%

$105,754+79.1%

$55,167+243.4%

Participation rate

93.0%

72.9%+20.1pp

78.9%+14.1pp

69.0%+24.0pp

Annual return

8.54%

11.15%-2.6pp

12.25%-3.7pp

169.23%-160.7pp

Employer contribution / active EE

$11,386

$3,043+274.2%

$4,079+179.1%

$1,963+480.2%

Participant deferral / active EE

$9,865

$4,213+134.1%

$5,326+85.2%

$3,054+223.0%

Admin fee / account holder

$82

$379-78.2%

$8,309-99.0%

$504-83.6%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC1 year

Filed as: CAPTRUST ADVISORS LLC

Service code 27

PO BOX 600071 · RALEIGH, NC 27675

Advisory (Plan)

$6,555

DRINKER BIDDLE & REATH LLP1 year

Filed as: DRINKER BIDDLE REATH LLP

Service code 16

ONE LOGAN SQUARE STE 2000 · PHILADEPHIA, PA 19103

Consulting

$6,549

T ROWE PRICE RPS INC1 year

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$125

M H WHITTIER CORPORATION SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

M H WHITTIER CORPORATION SAVINGS 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