Retirement plan

KMEA, 401(K) PROFIT SHARING PLAN

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

KMEAEIN 33-0725198Plan #002PY 2016

2423 HOOVER AVENUE - NATIONAL CITY, CA 91950kmea.netLinkedIn51-200 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

No prior year

Total participants

No prior year

Average account balance

$34,484

No prior year

Annual return

81.73%

No prior year

Benchmarks

See 3,383 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,383 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.18M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

117.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$449K

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

+20.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6768

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$94K

$3243 / participant

Other / not subdivided$94K100.0%

% of EOY assets

9.403%

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

$34,484

$56,054-38.5%

$171,082-79.8%

$62,881-45.2%

Participation rate

100.0%

62.9%+37.1pp

76.7%+23.3pp

69.3%+30.7pp

Annual return

81.73%

22.52%+59.2pp

32.56%+49.2pp

20.14%+61.6pp

Employer contribution / active EE

$2,741

$1,731+58.3%

$4,002-31.5%

$2,281+20.2%

Participant deferral / active EE

$7,696

$3,158+143.7%

$4,797+60.4%

$3,203+140.3%

Admin fee / account holder

$3,243

$3,647-11.1%

$8,520-61.9%

$4,296-24.5%

KMEA, 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KMEA, 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