Retirement plan

KESTREL FIELD SERVICES, INC. 401(K) PLAN

Name: KESTREL FIELD SERVICES, INC. - KESTREL FIELD SERVICES, INC. 401(K) PLAN (2017) Form 5500
Creator: KESTREL FIELD SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KESTREL FIELD SERVICES, INC. 401(K) PLAN, KESTREL FIELD SERVICES, INC.

KESTREL FIELD SERVICES, INC.EIN 02-0790800Plan #001PY 2017

9601 JONES RD, SUITE 242 - HOUSTON, TX 77065832-678-2210

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$11.3M

+23.7% from 2016

Total participants

311

+49.5% from 2016

Average account balance

$52,138

+18.6% from 2016

Annual return

19.83%

+9.13 pp from 2016

Benchmarks

See 2,615 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,615 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.27M

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.

210

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.

52.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.96M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$72

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

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 codes2E2J2F2G

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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$7K

$22 / participant

Contract admin$7K100.0%

% of EOY assets

0.059%

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: BENTLEY BRATCHER & ASSOCIATES, P.C.
Auditor EIN: 202733640
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,138

$155,795-66.5%

$136,298-61.7%

$69,631-25.1%

Participation rate

69.8%

75.2%-5.5pp

81.9%-12.1pp

70.7%-0.9pp

Annual return

19.83%

232464.33%-232444.5pp

5156.27%-5136.4pp

27571.02%-27551.2pp

Employer contribution / active EE

$1,875

$2,991-37.3%

$4,696-60.1%

$2,032-7.7%

Participant deferral / active EE

$3,857

$5,394-28.5%

$6,247-38.3%

$3,224+19.6%

Admin fee / account holder

$31

$128-75.9%

$9,244-99.7%

$110-72.0%

KESTREL FIELD SERVICES, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KESTREL FIELD SERVICES, INC. 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