Retirement plan

KANA PIPELINE, INC. 401(K) PROFIT SHARING PLAN

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

KANA PIPELINE, INC.EIN 33-0694239Plan #001PY 2016

12620 MAGNOLIA AVENUE - RIVERSIDE, CA 92503714-986-1400

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$6.4M

+11.7% from 2015

Total participants

238

+16.7% from 2015

Average account balance

$31,558

-7.6% from 2015

Annual return

8.85%

+10.12 pp from 2015

Benchmarks

See 2,382 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,382 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.27M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

208

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.

76.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$359

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 2 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL SECURITIES CORP Service code 49 · EIN 02-0275490	Other Services	$14,251
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290	Contract Administrator	$6,354

Plan features & details

Pension benefit codes2E2R2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$6K

$28 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.099%

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: KSJG, LLP
Auditor EIN: 953322166
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$31,558

$52,884-40.3%

$84,753-62.8%

$55,167-42.8%

Participation rate

84.3%

67.5%+16.8pp

76.6%+7.7pp

69.0%+15.3pp

Annual return

8.85%

18.03%-9.2pp

22.78%-13.9pp

169.23%-160.4pp

Employer contribution / active EE

$2,937

$2,233+31.5%

$3,574-17.8%

$1,963+49.6%

Participant deferral / active EE

$1,428

$2,644-46.0%

$3,712-61.5%

$3,054-53.3%

Admin fee / account holder

$31

$581-94.6%

$5,333-99.4%

$504-93.8%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION2+ years

Filed as: LINCOLN FINANCIAL SECURITIES CORP

Service code 49 · EIN 02-0275490

Other Services

$14,251

PRINCIPAL LIFE INSURANCE COMPANY2+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$6,354

KANA PIPELINE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KANA PIPELINE, 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