Retirement plan

K 2 PRODUCTIONS, INC. 401K PLAN

Name: K 2 PRODUCTIONS, INC. - K 2 PRODUCTIONS, INC. 401K PLAN (2016) Form 5500
Creator: K 2 PRODUCTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, K 2 PRODUCTIONS, INC. 401K PLAN, K 2 PRODUCTIONS, INC.

K 2 PRODUCTIONS, INC.EIN 31-1835481Plan #001PY 2016

1579 MONROE DRIVE - ATLANTA, GA 30324404-239-9955

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$405K

No prior year

Total participants

No prior year

Average account balance

$404,715

No prior year

Annual return

4.77%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.91M

Not enough data

1 years with asset history on file

Average account balance

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

$636K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+18.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J2E2G

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$315K

$315486 / participant

Other / not subdivided$315K100.0%

% of EOY assets

77.953%

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

$404,715

$135,956+197.7%

$123,894+226.7%

$273,972+47.7%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

4.77%

56.63%-51.9pp

47.52%-42.8pp

41.46%-36.7pp

Employer contribution / active EE

$12,313

$5,170+138.2%

$4,617+166.7%

$4,869+152.9%

Participant deferral / active EE

$18,000

$6,343+183.8%

$5,984+200.8%

$5,287+240.4%

Admin fee / account holder

$315,486

$9,817+3113.5%

$8,357+3675.0%

$10,133+3013.6%

K 2 PRODUCTIONS, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

K 2 PRODUCTIONS, INC. 401K 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