Retirement plan

H & R ROOFING SUPPLY, INC. EMPLOYEES' 401(K) PLAN

Name: H & R ROOFING SUPPLY, INC. - H & R ROOFING SUPPLY, INC. EMPLOYEES' 401(K) PLAN (2016) Form 5500
Creator: H & R ROOFING SUPPLY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, H & R ROOFING SUPPLY, INC. EMPLOYEES' 401(K) PLAN, H & R ROOFING SUPPLY, INC.

H & R ROOFING SUPPLY, INC.EIN 95-3867565Plan #001PY 2016

319 MONTGOMERY AVE - OXNARD, CA 930361007805-983-7700hrroofingsupply.comLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

No prior year

Total participants

No prior year

Average account balance

$79,456

No prior year

Annual return

5.81%

No prior year

Benchmarks

See 22,114 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,114 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.21%

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

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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

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

$136K

$10479 / participant

Other / not subdivided$136K100.0%

% of EOY assets

10.086%

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

$79,456

$131,829-39.7%

$108,579-26.8%

$273,968-71.0%

Participation rate

100.0%

83.5%+16.5pp

79.6%+20.4pp

83.0%+17.0pp

Annual return

5.81%

-91.57%+97.4pp

-51.70%+57.5pp

41.45%-35.6pp

Employer contribution / active EE

$1,363

$4,912-72.3%

$3,758-63.7%

$4,869-72.0%

Participant deferral / active EE

$2,981

$5,127-41.9%

$4,311-30.9%

$5,287-43.6%

Admin fee / account holder

$8,014

$10,252-21.8%

$7,645+4.8%

$10,132-20.9%

H & R ROOFING SUPPLY, INC. EMPLOYEES' 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

H & R ROOFING SUPPLY, INC. EMPLOYEES' 401(K) 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