Retirement plan

KEY ENVIRONMENTAL INC 401(K) PROFIT SHARING PLAN

Name: KEY ENVIRONMENTAL INC - KEY ENVIRONMENTAL INC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: KEY ENVIRONMENTAL INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEY ENVIRONMENTAL INC 401(K) PROFIT SHARING PLAN, KEY ENVIRONMENTAL INC

KEY ENVIRONMENTAL INCEIN 25-1758570Plan #001PY 2017

200 THIRD AVE - CARNEGIE, PA 15106412-279-3363LinkedIn1-10 employeesenvironmental services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$16.4M

+29.1% from 2016

Total participants

148

+12.1% from 2016

Average account balance

$134,550

+29.1% from 2016

Annual return

26.95%

+18.33 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$24.73M

Not enough data

1 years with asset history on file

Average account balance

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

$204K

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.

121

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.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$958K

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

+12.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47

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 5 by compensation

Provider	Service type	Compensation
ALLEGHENY INVESTMENTS LTD2 years Service code 55 811 CAMP HORNE RD STE 100 · PITTSBURGH, PA 15237	Other Commissions	$42,775
KLINE KEPPEL & KORYAK PC1 year Service code 13	Contract Administrator	$5,000
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Investment Management	$1,055
KLINE KEPPEL & KORYAK PC2 years Filed as: KLINE KEPPEL & KORYAK. PC Service code 13 611 WILLIAM PENN PLACE · PITTSBURGH, PA 15219	Contract Administrator	$460
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$350

Plan features & details

Pension benefit codes2E2F2G2J2K3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$10 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HABENICHT NOVAK & BIRCKBICHLER
Auditor EIN: 251437636
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$134,550

$80,753+66.6%

$136,297-1.3%

$62,293+116.0%

Participation rate

78.5%

73.5%+5.0pp

81.9%-3.4pp

69.5%+9.0pp

Annual return

26.95%

35.83%-8.9pp

5156.19%-5129.2pp

28.90%-2.0pp

Employer contribution / active EE

$2,015

$2,884-30.1%

$4,696-57.1%

$2,042-1.3%

Participant deferral / active EE

$4,581

$5,164-11.3%

$6,247-26.7%

$3,169+44.6%

Admin fee / account holder

$10

$525-98.0%

$9,244-99.9%

$479-97.8%

Provider

Service type

Compensation

ALLEGHENY INVESTMENTS LTD2 years

Service code 55

811 CAMP HORNE RD STE 100 · PITTSBURGH, PA 15237

Other Commissions

$42,775

KLINE KEPPEL & KORYAK PC1 year

Service code 13

Contract Administrator

$5,000

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER RETIREMENT ADVISORY SERVICE

Service code 28

8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,055

KLINE KEPPEL & KORYAK PC2 years

Filed as: KLINE KEPPEL & KORYAK. PC

Service code 13

611 WILLIAM PENN PLACE · PITTSBURGH, PA 15219

Contract Administrator

$460

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Service code 64

8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$350

KEY ENVIRONMENTAL INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEY ENVIRONMENTAL INC 401(K) 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