Retirement plan

KIENSTRA-ILLINOIS, LLC SAVINGS PLAN

Name: KIENSTRA-ILLINOIS, LLC - KIENSTRA-ILLINOIS, LLC SAVINGS PLAN (2015) Form 5500
Creator: KIENSTRA-ILLINOIS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIENSTRA-ILLINOIS, LLC SAVINGS PLAN, KIENSTRA-ILLINOIS, LLC

KIENSTRA-ILLINOIS, LLCEIN 20-5601574Plan #002PY 2015

201 W. FERGUSON AVE. - WOOD RIVER, IL 62095618-251-6345

Other plans on this EIN

1 filing

#001Retirement-$2.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$702K

No prior year

Total participants

No prior year

Average account balance

$70,229

No prior year

Annual return

-0.02%

No prior year

Benchmarks

See 7,038 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort7,038 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$90K

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.

108.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$123K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+10.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9489

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$5K

$532 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.681%

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

$70,229

$83,908-16.3%

$68,509+2.5%

$125,389-44.0%

Participation rate

100.0%

78.2%+21.8pp

74.7%+25.3pp

83.2%+16.8pp

Annual return

-0.02%

14.48%-14.5pp

8.27%-8.3pp

282.24%-282.3pp

Employer contribution / active EE

$2,912

$3,031-3.9%

$2,278+27.8%

$4,866-40.2%

Participant deferral / active EE

$5,387

$4,125+30.6%

$3,382+59.3%

$5,352+0.7%

Admin fee / account holder

$479

$8,982-94.7%

$5,275-90.9%

$9,541-95.0%

KIENSTRA-ILLINOIS, LLC SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KIENSTRA-ILLINOIS, LLC SAVINGS 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