Retirement plan

KELLER AUGUSTA LLC RETIREMENT PLAN

Name: KELLER AUGUSTA LLC - KELLER AUGUSTA LLC RETIREMENT PLAN (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$882K

+23.8% from 2019

Total participants

0.0% from 2019

Average account balance

$88,193

+36.2% from 2019

Annual return

15.95%

-6.60 pp from 2019

Benchmarks

See 14,139 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,139 peers

Snapshot2020

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

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

$187K

$18721 / participant

Other / not subdivided$187K100.0%

% of EOY assets

21.227%

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

$88,193

$109,344-19.3%

$89,400-1.4%

$158,950-44.5%

Participation rate

90.0%

74.3%+15.7pp

68.0%+22.0pp

82.0%+8.0pp

Annual return

15.95%

345.73%-329.8pp

245.64%-229.7pp

302.91%-287.0pp

Employer contribution / active EE

$8,291

$3,170+161.5%

$2,586+220.6%

$4,762+74.1%

Participant deferral / active EE

$15,108

$4,599+228.5%

$3,890+288.3%

$5,983+152.5%

Admin fee / account holder

$18,721

$6,154+204.2%

$4,882+283.5%

$11,248+66.4%

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