Retirement plan

KINSLEY GROUP 401(K) PLAN

Name: KINSLEY GROUP, INC. FKA, KINSLEY EQUIPMENT - KINSLEY GROUP 401(K) PLAN (2016) Form 5500
Creator: KINSLEY GROUP, INC. FKA, KINSLEY EQUIPMENT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KINSLEY GROUP 401(K) PLAN, KINSLEY GROUP, INC. FKA, KINSLEY EQUIPMENT

KINSLEY GROUP, INC. FKA, KINSLEY EQUIPMENTEIN 04-2430816Plan #001PY 2016

14 CONNECTICUT SOUTH DR - EAST GRANBY, CT 060269738860-844-6100kinsley-group.comLinkedIn51-200 employeesoil & energy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3M

+37.0% from 2015

Total participants

-4.1% from 2015

Average account balance

$34,721

+21.3% from 2015

Annual return

14.45%

+11.23 pp from 2015

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.27M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

226

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+25.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$333

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$164K

$2006 / participant

Other / not subdivided$164K100.0%

% of EOY assets

5.445%

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

$34,721

$69,977-50.4%

$108,582-68.0%

$62,881-44.8%

Participation rate

92.7%

72.9%+19.8pp

79.6%+13.1pp

69.3%+23.4pp

Annual return

14.45%

10.73%+3.7pp

-51.70%+66.2pp

20.14%-5.7pp

Employer contribution / active EE

$2,807

$2,135+31.5%

$3,758-25.3%

$2,281+23.1%

Participant deferral / active EE

$5,160

$3,165+63.0%

$4,311+19.7%

$3,203+61.1%

Admin fee / account holder

$1,890

$5,076-62.8%

$7,645-75.3%

$4,296-56.0%

KINSLEY GROUP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KINSLEY GROUP 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