Retirement plan

HUNTINGTON CAPITAL CORPORATION 401 K PROFIT SHARING PLAN TRUST

Name: HUNTINGTON CAPITAL CORPORATION - HUNTINGTON CAPITAL CORPORATION 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: HUNTINGTON CAPITAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HUNTINGTON CAPITAL CORPORATION 401 K PROFIT SHARING PLAN TRUST, HUNTINGTON CAPITAL CORPORATION

HUNTINGTON CAPITAL CORPORATIONEIN 95-2786793Plan #001PY 2018

16168 BEACH BLVD SUITE 200 - HUNTINGTON BEACH, CA 92647714-847-2531LinkedIn1-10 employeesventure capital & private equity

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$264K

-13.0% from 2017

Total participants

-22.2% from 2017

Average account balance

$43,985

+1.5% from 2017

Annual return

-4.32%

-21.15 pp from 2017

Benchmarks

See 15,190 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,190 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$508K

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4120

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2T2J2G3D2E2F

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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$56K

$11162 / participant

Other / not subdivided$56K100.0%

% of EOY assets

21.147%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$43,985

$211,946-79.2%

$169,452-74.0%

$135,379-67.5%

Participation rate

80.0%

82.6%-2.6pp

77.8%+2.2pp

82.6%-2.6pp

Annual return

-4.32%

3.26%-7.6pp

1.83%-6.1pp

519.79%-524.1pp

Employer contribution / active EE

$5,117-100.0%

$4,157-100.0%

$4,779-100.0%

Participant deferral / active EE

$5,274

$6,075-13.2%

$5,277-0.1%

$5,609-6.0%

Admin fee / account holder

$9,301

$11,472-18.9%

$9,110+2.1%

$10,828-14.1%

HUNTINGTON CAPITAL CORPORATION 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HUNTINGTON CAPITAL CORPORATION 401 K PROFIT SHARING PLAN TRUST

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