Retirement plan
KIMLEY-HORN AND ASSOCIATES, INC. RETIREMENT SAVINGS AND PENSION PLAN
KIMLEY HORN AND ASSOCIATES, INC.EIN 56-0885615Plan #001PY 2020
421 FAYETTEVILLE STREET, SUITE 601 - RALEIGH, NC 27601919-677-2000
Prospect flagsHigh assets / participant
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$1384.6M
-12.3% from 2016
Total participants
5,536
-9.5% from 2016
Average account balance
$253,824
-2.3% from 2016
Annual return
15.66%
-8.43 pp from 2016
Benchmarks
Peer group
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants1,000-4,999
Cohort755 peers
Snapshot2020
56
Participant deferral / active EE
$8,309
median $7,271
92
Employer contribution / active EE
$17,147
median $2,288
85
Participation rate
98.2%
median 91.6%
89
Avg account balance
$253,824
median $76,084
70
Admin fee / account holder
$44
median $84
29
Annual return
15.66%
median 18.37%
Overall peer rank
70of 100
70th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$2.35B
Average account balance
Total assets / participants with a balance (line 6g)
$238K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
9,862
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
98.6%
Contributions (total)
Employer and participant dollars contributed each year
$245.05M
Contributions per participant
Average employer and participant contribution per enrolled participant
$29K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+14.81%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$63
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 1 by compensation
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET ยท BALTIMORE, MD 21202 | Recordkeeping | $237,232 |
Top hat statement on fileNQDC
Filed January 6, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes2A2E2F2G2J2K2S2T3H
Plan features
- 2AAge/service weighted or new comparability planAge/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants 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.
- 2JCode section 401(k) featureCash 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.
- 2KCode section 401(m) arrangementEmployee 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.
- 2SAutomatic enrollmentPlan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
1 tripped
- InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
Expense breakdown
Schedule H Part II
Admin total
$239K
$53 / participant
- Other / not subdivided$239K100.0%
% of EOY assets
0.017%
all-in expense ratio
Categories reported
0 / 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
- CHERRY BEKAERT LLP
- Auditor EIN
- 560574444
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer