Retirement plan

KEY INTERNATIONAL INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: KEY INTERNATIONAL INC. - KEY INTERNATIONAL INC. 401(K) PROFIT SHARING PLAN AND TRUST (2019) Form 5500
Creator: KEY INTERNATIONAL INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEY INTERNATIONAL INC. 401(K) PROFIT SHARING PLAN AND TRUST, KEY INTERNATIONAL INC.

KEY INTERNATIONAL INC.EIN 11-3081244Plan #001PY 2019

315 MADISON AVENUE, SUITE 1801 - NEW YORK, NY 10017212-661-2423key-intl.comLinkedIn11-50 employeesarchitecture & planning

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+29.2% from 2018

Total participants

-37.5% from 2018

Average account balance

$105,988

+115.3% from 2018

Annual return

23.04%

+31.35 pp from 2018

Benchmarks

See 7,789 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,789 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$64K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2F2G3D

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.
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

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

$4K

$357 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.281%

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

$105,988

$117,426-9.7%

$99,470+6.6%

$152,885-30.7%

Participation rate

70.0%

77.5%-7.5pp

73.8%-3.8pp

82.5%-12.5pp

Annual return

23.04%

31.87%-8.8pp

30.72%-7.7pp

345.39%-322.4pp

Employer contribution / active EE

$3,014-100.0%

$2,540-100.0%

$4,763-100.0%

Participant deferral / active EE

$6,072

$4,086+48.6%

$3,619+67.8%

$5,851+3.8%

Admin fee / account holder

$298

$7,634-96.1%

$6,252-95.2%

$11,598-97.4%

KEY INTERNATIONAL INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEY INTERNATIONAL INC. 401(K) PROFIT SHARING PLAN AND TRUST

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