Retirement plan

KEGEL 401(K) PLAN

Name: KEGEL, LLC - KEGEL 401(K) PLAN (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

-7.7% from 2017

Total participants

113

+10.8% from 2017

Average account balance

$44,290

-12.1% from 2017

Annual return

-6.41%

-24.92 pp from 2017

Benchmarks

See 599 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort599 peers

Snapshot2018

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

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

$423K

$4063 / participant

Other / not subdivided$423K100.0%

% of EOY assets

11.358%

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

$44,290

$44,221+0.2%

$121,220-63.5%

$56,289-21.3%

Participation rate

72.1%

61.1%+11.1pp

71.8%+0.4pp

69.9%+2.3pp

Annual return

-6.41%

-3.58%-2.8pp

16.94%-23.3pp

-9.96%+3.6pp

Employer contribution / active EE

$476

$1,480-67.9%

$4,023-88.2%

$2,111-77.5%

Participant deferral / active EE

$2,909

$2,521+15.4%

$3,345-13.1%

$3,350-13.2%

Admin fee / account holder

$5,031

$480+947.2%

$5,021+0.2%

$521+865.6%

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