Retirement plan

HAYFORD & FELCHLIN 401(K) RETIREMENT SAVINGS PLAN

Name: HAYFORD & FELCHLIN - HAYFORD & FELCHLIN 401(K) RETIREMENT SAVINGS PLAN (2018) Form 5500
Creator: HAYFORD & FELCHLIN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HAYFORD & FELCHLIN 401(K) RETIREMENT SAVINGS PLAN, HAYFORD & FELCHLIN

HAYFORD & FELCHLINEIN 95-4857134Plan #001PY 2018

3055 WILSHIRE BLVD STE 750 - LOS ANGELES, CA 900101131213-385-9595

Other plans on this EIN

1 filing

#002Retirement-$226K assets

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$1.4M

+5.5% from 2017

Total participants

0.0% from 2017

Average account balance

$130,841

-4.1% from 2017

Annual return

-4.36%

-14.41 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.51M

Not enough data

1 years with asset history on file

Average account balance

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

$157K

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.

61.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31054

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$95 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.139%

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

$130,841

$138,076-5.2%

$123,553+5.9%

$135,380-3.4%

Participation rate

42.9%

84.7%-41.9pp

82.3%-39.4pp

82.6%-39.8pp

Annual return

-4.36%

153.70%-158.1pp

119.21%-123.6pp

519.81%-524.2pp

Employer contribution / active EE

$5,152-100.0%

$4,628-100.0%

$4,779-100.0%

Participant deferral / active EE

$6,489

$6,800-4.6%

$6,426+1.0%

$5,609+15.7%

Admin fee / account holder

$182

$10,917-98.3%

$9,284-98.0%

$10,828-98.3%

HAYFORD & FELCHLIN 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HAYFORD & FELCHLIN 401(K) RETIREMENT 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