Retirement plan

KEIFER-RILEY GLASS, INC 401K PROFIT SHARING PLAN

Name: KEIFER-RILEY GLASS, INC. - KEIFER-RILEY GLASS, INC 401K PROFIT SHARING PLAN (2018) Form 5500
Creator: KEIFER-RILEY GLASS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEIFER-RILEY GLASS, INC 401K PROFIT SHARING PLAN, KEIFER-RILEY GLASS, INC.

KEIFER-RILEY GLASS, INC.EIN 33-0594011Plan #001PY 2018

23725 VIA FABRICANTE - MISSION VIEJO, CA 92691949-768-8141LinkedIn11-50 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$994K

-6.5% from 2017

Total participants

-4.5% from 2017

Average account balance

$58,497

-6.5% from 2017

Annual return

-9.93%

-22.63 pp from 2017

Benchmarks

See 38,941 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,941 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$771K

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$52476

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$973

$65 / participant

Other / not subdivided$973100.0%

% of EOY assets

0.098%

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

$58,497

$97,729-40.1%

$83,830-30.2%

$135,379-56.8%

Participation rate

73.3%

80.0%-6.6pp

76.1%-2.8pp

82.6%-9.3pp

Annual return

-9.93%

1287.52%-1297.5pp

850.97%-860.9pp

519.79%-529.7pp

Employer contribution / active EE

$4,222-100.0%

$3,631-100.0%

$4,779-100.0%

Participant deferral / active EE

$2,478

$4,683-47.1%

$4,082-39.3%

$5,609-55.8%

Admin fee / account holder

$57

$6,674-99.1%

$5,479-99.0%

$10,828-99.5%

KEIFER-RILEY GLASS, INC 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEIFER-RILEY GLASS, INC 401K 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