Retirement plan

KMB MARKETING, INC. PROFIT SHARING PLAN

Name: KMB MARKETING, INC. - KMB MARKETING, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: KMB MARKETING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KMB MARKETING, INC. PROFIT SHARING PLAN, KMB MARKETING, INC.

KMB MARKETING, INC.EIN 20-2618878Plan #001PY 2016

342 QUINNIPIAC ST BUILDING 8 - WALLINGFORD, CT 06492203-284-3474

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$378K

+24.2% from 2015

Total participants

+33.3% from 2015

Average account balance

$47,191

-6.8% from 2015

Annual return

22.58%

-0.62 pp from 2015

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.28M

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

88.9%

Not enough data

1 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

+77.79%

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 codes2E2G2R3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$47,191

$93,064-49.3%

$74,577-36.7%

$273,972-82.8%

Participation rate

100.0%

74.9%+25.1pp

68.1%+31.9pp

83.0%+17.0pp

Annual return

22.58%

26.18%-3.6pp

20.47%+2.1pp

41.46%-18.9pp

Employer contribution / active EE

$833

$3,160-73.6%

$2,525-67.0%

$4,869-82.9%

Participant deferral / active EE

$4,160-100.0%

$3,458-100.0%

$5,287-100.0%

Admin fee / account holder

$5,273-100.0%

$4,138-100.0%

$10,133-100.0%

KMB MARKETING, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KMB MARKETING, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion