Retirement plan

KELLER AUGUSTA LLC RETIREMENT PLAN

Name: KELLER AUGUSTA LLC - KELLER AUGUSTA LLC RETIREMENT PLAN (2018) Form 5500
Creator: KELLER AUGUSTA LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KELLER AUGUSTA LLC RETIREMENT PLAN, KELLER AUGUSTA LLC

KELLER AUGUSTA LLCEIN 04-3561524Plan #001PY 2018

45 NEWBURY ST STE 204 - BOSTON, MA 021163146617-247-0505kelleraugusta.comLinkedIn11-50 employeesstaffing and recruiting

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$536K

+13.9% from 2017

Total participants

+100.0% from 2017

Average account balance

$53,581

-31.7% from 2017

Annual return

-16.51%

-34.04 pp from 2017

Benchmarks

See 12,594 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,594 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.11M

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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.

115.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$359K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+11.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$43271

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 returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$286 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.534%

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

$53,581

$95,193-43.7%

$76,523-30.0%

$135,382-60.4%

Participation rate

80.0%

74.4%+5.6pp

68.0%+12.0pp

82.6%-2.6pp

Annual return

-16.51%

4.85%-21.4pp

-0.27%-16.2pp

519.77%-536.3pp

Employer contribution / active EE

$4,932

$3,302+49.4%

$2,647+86.3%

$4,779+3.2%

Participant deferral / active EE

$9,366

$4,639+101.9%

$3,835+144.2%

$5,609+67.0%

Admin fee / account holder

$286

$6,249-95.4%

$4,848-94.1%

$10,829-97.4%

KELLER AUGUSTA LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KELLER AUGUSTA LLC RETIREMENT 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