Retirement plan

KNOWLAND GROUP, LLC RETIREMENT PLAN AND TRUST

Name: KNOWLAND GROUP, LLC - KNOWLAND GROUP, LLC RETIREMENT PLAN AND TRUST (2020) Form 5500
Creator: KNOWLAND GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KNOWLAND GROUP, LLC RETIREMENT PLAN AND TRUST, KNOWLAND GROUP, LLC

KNOWLAND GROUP, LLCEIN 11-3802722Plan #001PY 2020

1735 N LYNN ST STE 600 - ARLINGTON, VA 22209571-429-5751

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.1M

-3.2% from 2019

Total participants

110

-9.1% from 2019

Average account balance

$34,541

+8.7% from 2019

Annual return

13.24%

-19.97 pp from 2019

Benchmarks

See 3,013 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,013 peers

Snapshot2020

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

Not enough data

0 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

-100.00%

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

Top 2 by compensation

Provider	Service type	Compensation
NEWSQUARE CAPITAL, LLC1 year Service code 28 16 CAMPUS BOULEVARD - SUITE 100 · NEWTOWN SQUARE, PA 19073	Investment Management	$8,578
PCS RETIREMENT, LLC1 year Service code 12 · EIN 23-3038464	Consulting (pension); Copying and dup...	$8,525

Plan features & details

Pension benefit codes2E2J2F2G3D2K

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

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

$17K

$356 / participant

Investment mgmt$9K50.2%
Contract admin$9K49.8%

% of EOY assets

0.556%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BLACKMAN & SLOOP
Auditor EIN: 561304727
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$34,541

$70,486-51.0%

$100,528-65.6%

$79,852-56.7%

Participation rate

56.3%

73.6%-17.4pp

79.4%-23.2pp

69.6%-13.4pp

Annual return

13.24%

21.90%-8.7pp

30.90%-17.7pp

31.72%-18.5pp

Employer contribution / active EE

$2,124

$2,165-1.9%

$3,419-37.9%

$2,471-14.0%

Participant deferral / active EE

$7,168

$5,182+38.3%

$6,271+14.3%

$3,740+91.6%

Admin fee / account holder

$192

$4,480-95.7%

$8,084-97.6%

$5,306-96.4%

Provider

Service type

Compensation

NEWSQUARE CAPITAL, LLC1 year

Service code 28

16 CAMPUS BOULEVARD - SUITE 100 · NEWTOWN SQUARE, PA 19073

Investment Management

$8,578

PCS RETIREMENT, LLC1 year

Service code 12 · EIN 23-3038464

Consulting (pension); Copying and dup...

$8,525

KNOWLAND GROUP, LLC RETIREMENT PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KNOWLAND GROUP, LLC RETIREMENT 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