Retirement plan

KIENSTRA - ILLINOIS, LLC SAVINGS PLAN

Name: KIENSTRA - ILLINOIS, LLC - KIENSTRA - ILLINOIS, LLC SAVINGS PLAN (2021) 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 2021

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

Other plans on this EIN

1 filing

#001Retirement-$4.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+21.7% from 2020

Total participants

-7.1% from 2020

Average account balance

$114,821

+31.0% from 2020

Annual return

14.20%

+1.27 pp from 2020

Benchmarks

See 8,356 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,356 peers

Snapshot2021

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

$29K

$2911 / participant

Other / not subdivided$29K100.0%

% of EOY assets

1.950%

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

$114,821

$127,790-10.1%

$106,555+7.8%

$167,536-31.5%

Participation rate

100.0%

78.3%+21.7pp

76.1%+23.9pp

82.1%+17.9pp

Annual return

14.20%

33.88%-19.7pp

26.80%-12.6pp

478.82%-464.6pp

Employer contribution / active EE

$4,080

$3,428+19.0%

$2,819+44.7%

$4,839-15.7%

Participant deferral / active EE

$7,387

$5,088+45.2%

$4,399+67.9%

$6,342+16.5%

Admin fee / account holder

$2,239

$11,229-80.1%

$7,408-69.8%

$12,315-81.8%

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