Retirement plan

WILLIAM G KOCH AND ASSOCIATES RETIREMENT PLAN

Name: WILLIAM G. KOCH AND ASSOCIATES - WILLIAM G KOCH AND ASSOCIATES RETIREMENT PLAN (2018) Form 5500
Creator: WILLIAM G. KOCH AND ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILLIAM G KOCH AND ASSOCIATES RETIREMENT PLAN, WILLIAM G. KOCH AND ASSOCIATES

WILLIAM G. KOCH AND ASSOCIATESEIN 23-2641012Plan #001PY 2018

2650 WESTVIEW DRIVE - WYOMISSING, PA 196101187610-678-9700wgkcpa.comLinkedIn1-10 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+1.1% from 2017

Total participants

-23.8% from 2017

Average account balance

$132,947

+14.6% from 2017

Annual return

-0.65%

-16.27 pp from 2017

Benchmarks

See 116,757 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,757 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.60M

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3988

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 codes2E2J

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.

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

$91K

$6963 / participant

Other / not subdivided$91K100.0%

% of EOY assets

4.539%

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

$132,947

$138,075-3.7%

$123,552+7.6%

$135,379-1.8%

Participation rate

92.3%

84.7%+7.6pp

82.3%+10.0pp

82.6%+9.7pp

Annual return

-0.65%

153.70%-154.3pp

119.20%-119.9pp

519.79%-520.4pp

Employer contribution / active EE

$1,095

$5,152-78.7%

$4,628-76.3%

$4,779-77.1%

Participant deferral / active EE

$7,495

$6,800+10.2%

$6,426+16.6%

$5,609+33.6%

Admin fee / account holder

$6,034

$10,917-44.7%

$9,285-35.0%

$10,828-44.3%

WILLIAM G KOCH AND ASSOCIATES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WILLIAM G KOCH AND ASSOCIATES RETIREMENT 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