Retirement plan

KH CONTROLS, INC. EMPLOYEES' PROFIT SHARING PLAN

Name: KH CONTROLS, INC. - KH CONTROLS, INC. EMPLOYEES' PROFIT SHARING PLAN (2015) Form 5500
Creator: KH CONTROLS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KH CONTROLS, INC. EMPLOYEES' PROFIT SHARING PLAN, KH CONTROLS, INC.

KH CONTROLS, INC.EIN 25-1697161Plan #001PY 2015

75 INNOVATION DRIVE - BLAIRSVILLE, PA 157178098724-459-7474khcontrols.comLinkedIn51-200 employeesmachinery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.9M

No prior year

Total participants

No prior year

Average account balance

$111,891

No prior year

Annual return

-0.83%

No prior year

Benchmarks

See 13,685 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort13,685 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.14M

Not enough data

1 years with asset history on file

Average account balance

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

$324K

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.

143.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$899K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+17.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3831

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 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

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

$517K

$9230 / participant

Other / not subdivided$517K100.0%

% of EOY assets

7.451%

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

$111,891

$56,197+99.1%

$67,652+65.4%

$59,633+87.6%

Participation rate

96.4%

71.5%+25.0pp

75.7%+20.8pp

68.7%+27.8pp

Annual return

-0.83%

18508.10%-18508.9pp

6625.40%-6626.2pp

2041.45%-2042.3pp

Employer contribution / active EE

$5,515

$1,615+241.6%

$2,266+143.4%

$2,203+150.4%

Participant deferral / active EE

$5,991

$2,844+110.7%

$3,560+68.3%

$3,192+87.7%

Admin fee / account holder

$8,337

$3,958+110.6%

$4,821+72.9%

$4,297+94.0%

KH CONTROLS, INC. EMPLOYEES' PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KH CONTROLS, INC. EMPLOYEES' PROFIT SHARING 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