Retirement plan

KREISCHER MILLER CAPITAL ACCUMULATION PLAN

Name: KREISCHER MILLER - KREISCHER MILLER CAPITAL ACCUMULATION PLAN (2022) Form 5500
Creator: KREISCHER MILLER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KREISCHER MILLER CAPITAL ACCUMULATION PLAN, KREISCHER MILLER

KREISCHER MILLEREIN 23-1980475Plan #001PY 2022

100 WITMER ROAD, SUITE 350 - HORSHAM, PA 19044215-441-4600kmco.comLinkedIn51-200 employeesaccounting

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$42.7M

-18.1% from 2021

Total participants

359

+10.1% from 2021

Average account balance

$128,275

-23.5% from 2021

Annual return

-21.23%

-35.30 pp from 2021

Benchmarks

See 5,988 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,988 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$59.19M

Not enough data

1 years with asset history on file

Average account balance

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

$163K

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.

364

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.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.72M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+16.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$225

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$46,493
KESTRA INVESTMENT SERVICES LLC4 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746	Consulting	$27,119

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$74K

$300 / participant

Other / not subdivided$74K100.0%

% of EOY assets

0.172%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BOYER AND RITTER, CPAS
Auditor EIN: 231311005
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$128,275

$84,482+51.8%

$125,363+2.3%

$66,930+91.7%

Participation rate

89.4%

76.4%+13.0pp

82.4%+7.0pp

69.8%+19.6pp

Annual return

-21.23%

-8.49%-12.7pp

572.15%-593.4pp

1.57%-22.8pp

Employer contribution / active EE

$1,984

$3,553-44.2%

$4,815-58.8%

$2,545-22.1%

Participant deferral / active EE

$10,530

$6,782+55.3%

$7,447+41.4%

$4,238+148.5%

Admin fee / account holder

$221

$685-67.7%

$10,005-97.8%

$593-62.7%

Provider

Service type

Compensation

T ROWE PRICE RPS INC6 years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$46,493

KESTRA INVESTMENT SERVICES LLC4 years

Filed as: KESTRA ADVISORY SERVICES LLC

Service code 16

1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746

Consulting

$27,119

KREISCHER MILLER CAPITAL ACCUMULATION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KREISCHER MILLER CAPITAL ACCUMULATION 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