Retirement plan

HOMESERVE USA CORP 401(K) PLAN FOR UNION

Name: HOMESERVE USA CORP. - HOMESERVE USA CORP 401(K) PLAN FOR UNION (2015) Form 5500
Creator: HOMESERVE USA CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOMESERVE USA CORP 401(K) PLAN FOR UNION, HOMESERVE USA CORP.

HOMESERVE USA CORP.EIN 98-0381967Plan #002PY 2015

601 MERRITT 7, 6TH FLOOR - NORWALK, CT 06851203-541-8718homeserveusa.comLinkedIn1001-5000 employeesconsumer services

Other plans on this EIN

1 filing

#001Retirement-$10.6M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8M

No prior year

Total participants

247

No prior year

Average account balance

$41,234

No prior year

Annual return

-1.95%

No prior year

Benchmarks

See 856 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort856 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.66M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

332

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.

78.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.90M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$211

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 1 by compensation

Provider	Service type	Compensation
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830	Recordkeeping	$41,446

Plan features & details

Pension benefit codes2E2F2G2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$6K

$30 / participant

Contract admin$6K100.0%

% of EOY assets

0.075%

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: PKF O CONNOR DAVIES, LLP
Auditor EIN: 271728945
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,234

$31,109+32.5%

$67,704-39.1%

$52,331-21.2%

Participation rate

73.0%

54.0%+19.0pp

67.5%+5.5pp

68.1%+4.9pp

Annual return

-1.95%

23.70%-25.6pp

25.41%-27.4pp

4.54%-6.5pp

Employer contribution / active EE

$2,950

$1,076+174.2%

$2,559+15.3%

$1,882+56.8%

Participant deferral / active EE

$4,725

$1,970+139.8%

$3,585+31.8%

$3,022+56.4%

Admin fee / account holder

$31

$466-93.4%

$4,255-99.3%

$592-94.8%

Provider

Service type

Compensation

NATIONWIDE1+ years

Filed as: NATIONWIDE INSURANCE

Service code 15 · EIN 31-4156830

Recordkeeping

$41,446

HOMESERVE USA CORP 401(K) PLAN FOR UNION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOMESERVE USA CORP 401(K) PLAN FOR UNION

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