Retirement plan

HUNTINGTON CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Name: HUNTINGTON CAPITAL CORPORATION - HUNTINGTON CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST (2020) 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 2020

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

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$354K

+13.6% from 2019

Total participants

0.0% from 2019

Average account balance

$50,641

+13.6% from 2019

Annual return

11.02%

-7.53 pp from 2019

Benchmarks

See 16,003 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort16,003 peers

Snapshot2020

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 codes2E2F2G2J2T3D

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 participant contribution
Participant 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

$13K

$1850 / participant

Other / not subdivided$13K100.0%

% of EOY assets

3.654%

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

$50,641

$228,352-77.8%

$185,835-72.7%

$158,966-68.1%

Participation rate

71.4%

82.3%-10.9pp

78.0%-6.6pp

82.0%-10.5pp

Annual return

11.02%

40.81%-29.8pp

35.96%-24.9pp

302.95%-291.9pp

Employer contribution / active EE

$1,714

$4,967-65.5%

$4,087-58.1%

$4,762-64.0%

Participant deferral / active EE

$848

$6,416-86.8%

$5,633-84.9%

$5,983-85.8%

Admin fee / account holder

$1,850

$11,867-84.4%

$9,502-80.5%

$11,250-83.6%

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