Retirement plan

KRIEGER FORD, INC NADART SALARY DEF 401K PLAN

Name: KRIEGER FORD, INC - KRIEGER FORD, INC NADART SALARY DEF 401K PLAN (2015) Form 5500
Creator: KRIEGER FORD, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KRIEGER FORD, INC NADART SALARY DEF 401K PLAN, KRIEGER FORD, INC

KRIEGER FORD, INCEIN 31-0713133Plan #001PY 2015

1800 MORSE RD - COLUMBUS, OH 432296604614-888-3320kriegerford.comLinkedIn51-200 employeesautomotive

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$8.1M

No prior year

Total participants

112

No prior year

Average account balance

$84,758

No prior year

Annual return

-1.65%

No prior year

Benchmarks

See 2,153 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,153 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.08M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

110.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$404K

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

+11.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20504

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

Top 5 by compensation

Provider	Service type	Compensation
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$72,190
EDWARD JONES1+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085	Advisory (Plan)	$8,094
INVEST FINANCIAL CORPORATION1+ years Filed as: INVEST FIN CORY INS AGY Service code 52 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913	Indirect Investment Fees	$0
INVEST FINANCIAL CORPORATION1+ years Service code 52 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913	Indirect Investment Fees	$0
NPH1+ years Service code 28 401 WILSHIRE BLVD · SANTA MONICA, CA 90401	Investment Management	$0

Plan features & details

Pension benefit codes2E2J3D2K2F

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).
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.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

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: CROWE HORWATH LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$84,758

$39,245+116.0%

$64,105+32.2%

$52,331+62.0%

Participation rate

83.3%

58.2%+25.1pp

68.2%+15.2pp

68.1%+15.2pp

Annual return

-1.65%

14.79%-16.4pp

791.24%-792.9pp

4.54%-6.2pp

Employer contribution / active EE

$495

$736-32.8%

$1,820-72.8%

$1,882-73.7%

Participant deferral / active EE

$3,453

$1,992+73.4%

$2,822+22.4%

$3,022+14.2%

Admin fee / account holder

$592-100.0%

$4,499-100.0%

$592-100.0%

Provider

Service type

Compensation

NATIONWIDE1+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$72,190

EDWARD JONES1+ years

Filed as: EDWARD D.A. SOMMER

Service code 27

300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085

Advisory (Plan)

$8,094

INVEST FINANCIAL CORPORATION1+ years

Filed as: INVEST FIN CORY INS AGY

Service code 52

5555 GRANDE MARKET DRIVE · APPLETON, WI 54913

Indirect Investment Fees

INVEST FINANCIAL CORPORATION1+ years

Service code 52

5555 GRANDE MARKET DRIVE · APPLETON, WI 54913

Indirect Investment Fees

NPH1+ years

Service code 28

401 WILSHIRE BLVD · SANTA MONICA, CA 90401

Investment Management

KRIEGER FORD, INC NADART SALARY DEF 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KRIEGER FORD, INC NADART SALARY DEF 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion