Retirement plan

KIENSTRA - ILLINOIS, LLC SAVINGS PLAN

Name: KIENSTRA - ILLINOIS, LLC - KIENSTRA - ILLINOIS, LLC SAVINGS PLAN (2020) 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 2020

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

Other plans on this EIN

1 filing

#001Retirement-$4.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+20.9% from 2019

Total participants

+7.7% from 2019

Average account balance

$87,643

+12.3% from 2019

Annual return

12.93%

-1.62 pp from 2019

Benchmarks

See 8,252 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,252 peers

Snapshot2020

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 codes2E2J3D3H

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.
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

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

$36K

$2997 / participant

Other / not subdivided$36K100.0%

% of EOY assets

2.931%

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

$87,643

$118,708-26.2%

$98,920-11.4%

$158,982-44.9%

Participation rate

100.0%

77.8%+22.2pp

76.0%+24.0pp

82.0%+18.0pp

Annual return

12.93%

372.49%-359.6pp

196.47%-183.5pp

302.99%-290.1pp

Employer contribution / active EE

$3,287

$3,334-1.4%

$2,689+22.2%

$4,763-31.0%

Participant deferral / active EE

$6,058

$5,089+19.0%

$4,245+42.7%

$5,983+1.2%

Admin fee / account holder

$2,569

$10,134-74.6%

$6,643-61.3%

$11,252-77.2%

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