Retirement plan

THE KOHL GROUP, INC. 401(K) PLAN

Name: THE KOHL GROUP, INC. - THE KOHL GROUP, INC. 401(K) PLAN (2018) Form 5500
Creator: THE KOHL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE KOHL GROUP, INC. 401(K) PLAN, THE KOHL GROUP, INC.

THE KOHL GROUP, INC.EIN 22-2537673Plan #001PY 2018

90 EAST HALSEY ROAD, SUITE 355 - PARSIPPANY, NJ 07054973-984-2214LinkedIn51-200 employeestelecommunications

Prospect flagsHigh feesLow participationLow employer contribution

How to read this page

Total assets (EOY)

$2.5M

-31.4% from 2017

Total participants

-1.7% from 2017

Average account balance

$113,999

-25.2% from 2017

Annual return

-4.34%

-18.71 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$116K

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.

55.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$201K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+7.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$70474

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 codes2G2J2T3D2F

Plan features

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$1.2M

$22931 / participant

Other / not subdivided$1M100.0%

% of EOY assets

48.459%

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

$113,999

$77,817+46.5%

$123,553-7.7%

$64,173+77.6%

Participation rate

30.2%

74.7%-44.5pp

82.3%-52.1pp

69.6%-39.4pp

Annual return

-4.34%

12.49%-16.8pp

119.21%-123.5pp

7.63%-12.0pp

Employer contribution / active EE

$3,014-100.0%

$4,628-100.0%

$2,381-100.0%

Participant deferral / active EE

$4,163

$5,240-20.6%

$6,426-35.2%

$3,470+20.0%

Admin fee / account holder

$55,243

$5,519+900.9%

$9,284+495.0%

$4,887+1030.3%

THE KOHL GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE KOHL GROUP, 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