Retirement plan

KEGEL 401(K) PLAN

Name: KEGEL, LLC - KEGEL 401(K) PLAN (2017) Form 5500
Creator: KEGEL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEGEL 401(K) PLAN, KEGEL, LLC

KEGEL, LLCEIN 20-0201445Plan #001PY 2017

1951 LONGLEAF BLVD - LAKE WALES, FL 338592552863-734-0200kegel.netLinkedIn51-200 employeesmachinery

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$4M

+27.2% from 2016

Total participants

102

+3.0% from 2016

Average account balance

$50,400

+11.3% from 2016

Annual return

18.51%

+10.81 pp from 2016

Benchmarks

See 2,508 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,508 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.26M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

64.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$479K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3285

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

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

$24K

$264 / participant

Other / not subdivided$24K100.0%

% of EOY assets

0.589%

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

$50,400

$46,877+7.5%

$122,354-58.8%

$70,126-28.1%

Participation rate

75.6%

58.2%+17.3pp

71.6%+3.9pp

69.5%+6.0pp

Annual return

18.51%

24.22%-5.7pp

30.28%-11.8pp

73.15%-54.6pp

Employer contribution / active EE

$487

$1,288-62.2%

$4,051-88.0%

$2,343-79.2%

Participant deferral / active EE

$2,654

$2,167+22.5%

$3,287-19.3%

$3,332-20.3%

Admin fee / account holder

$297

$3,324-91.1%

$5,479-94.6%

$4,645-93.6%

KEGEL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEGEL 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