Retirement plan

KMEA, 401(K) PROFIT SHARING PLAN

Name: KMEA - KMEA, 401(K) PROFIT SHARING PLAN (2017) 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 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+42.8% from 2016

Total participants

+27.6% from 2016

Average account balance

$38,604

+11.9% from 2016

Annual return

13.46%

-68.27 pp from 2016

Benchmarks

See 3,455 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,455 peers

Snapshot2017

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 codes2E2J2T

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.
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.

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

$48K

$1290 / participant

Other / not subdivided$48K100.0%

% of EOY assets

3.341%

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

$38,604

$62,672-38.4%

$185,117-79.1%

$70,126-45.0%

Participation rate

100.0%

63.8%+36.2pp

77.3%+22.7pp

69.5%+30.5pp

Annual return

13.46%

40.79%-27.3pp

40.50%-27.0pp

73.15%-59.7pp

Employer contribution / active EE

$2,556

$1,753+45.8%

$4,182-38.9%

$2,343+9.1%

Participant deferral / active EE

$6,639

$3,272+102.9%

$5,045+31.6%

$3,332+99.3%

Admin fee / account holder

$1,290

$3,932-67.2%

$8,159-84.2%

$4,645-72.2%

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