Retirement plan

KOPRI, INC. 401(K) PLAN

Name: KOPRI INC - KOPRI, INC. 401(K) PLAN (2023) Form 5500
Creator: KOPRI INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KOPRI, INC. 401(K) PLAN, KOPRI INC

KOPRI INCEIN 20-5323935Plan #001PY 2023

29700 SW BURKHALTER RD - HILLSBORO, OR 97123503-648-8198LinkedIn1-10 employeesfood production

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$109K

-38.3% from 2022

Total participants

-11.1% from 2022

Average account balance

$13,653

-38.3% from 2022

Annual return

11.56%

+21.93 pp from 2022

Benchmarks

See 4,362 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,362 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$129K

Not enough data

1 years with asset history on file

Average account balance

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

$14K

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.

450.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

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

+10.50%

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 codes2E2F2G2J3D

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

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

$93K

$31004 / participant

Other / not subdivided$93K100.0%

% of EOY assets

85.155%

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

$13,653

$95,664-85.7%

$76,902-82.2%

$139,487-90.2%

Participation rate

100.0%

74.0%+26.0pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

11.56%

55.03%-43.5pp

37.91%-26.4pp

373.84%-362.3pp

Employer contribution / active EE

$802

$3,147-74.5%

$2,534-68.4%

$4,755-83.1%

Participant deferral / active EE

$800

$4,626-82.7%

$3,833-79.1%

$6,713-88.1%

Admin fee / account holder

$11,626

$8,311+39.9%

$5,479+112.2%

$11,407+1.9%

KOPRI, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KOPRI, INC. 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