Retirement plan

KINGSTON RETIREMENT SAVINGS PLAN

Name: KINGSTON TECHNOLOGY COMPANY, INC. - KINGSTON RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: KINGSTON TECHNOLOGY COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KINGSTON RETIREMENT SAVINGS PLAN, KINGSTON TECHNOLOGY COMPANY, INC.

KINGSTON TECHNOLOGY COMPANY, INC.EIN 33-0883440Plan #002PY 2015

17600 NEWHOPE STREET - FOUNTAIN VALLEY, CA 92708714-435-2600kingston.comLinkedIn1001-5000 employeescomputer hardware

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$215.7M

-8.0% from 2016

Total participants

955

-2.4% from 2016

Average account balance

$228,700

-6.0% from 2016

Annual return

0.32%

-6.21 pp from 2016

Benchmarks

See 2,226 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,226 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$437.56M

Not enough data

1 years with asset history on file

Average account balance

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

$459K

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.

954

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.

96.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16.59M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+11.64%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD SUITE 102 · GLASTONBURY, CT 06033	Advisory (Plan)	$17,543
MILLER KAPLAN ARASE LLP1+ years Service code 10 4123 LANKERSHIM BLVD · NORTH HOLLYWOOD, CA 91602	Accounting	$12,500
NFP RETIREMENT INC1+ years Service code 16 120 VANTIS · ALISO VIEJO, CA 92656	Consulting	$12,500
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$4,566

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$47K

$73 / participant

Investment mgmt$18K37.0%
Other / not subdivided$30K63.0%

% of EOY assets

0.022%

all-in expense ratio

Categories reported

1 / 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: MILLER KAPLAN ARASE LLP
Auditor EIN: 952036255
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$228,700

$72,770+214.3%

$67,652+238.1%

$55,191+314.4%

Participation rate

98.1%

78.8%+19.4pp

75.7%+22.5pp

69.2%+29.0pp

Annual return

0.32%

-3.26%+3.6pp

6625.40%-6625.1pp

10.78%-10.5pp

Employer contribution / active EE

$7,465

$1,769+321.9%

$2,266+229.5%

$1,899+293.2%

Participant deferral / active EE

$10,240

$3,408+200.5%

$3,560+187.7%

$3,046+236.1%

Admin fee / account holder

$50

$79-36.1%

$4,821-99.0%

$91-44.6%

Provider

Service type

Compensation

USI CONSULTING GROUP1+ years

Filed as: USI ADVISORS INC

Service code 27

95 GLASTONBURY BLVD SUITE 102 · GLASTONBURY, CT 06033

Advisory (Plan)

$17,543

MILLER KAPLAN ARASE LLP1+ years

Service code 10

4123 LANKERSHIM BLVD · NORTH HOLLYWOOD, CA 91602

Accounting

$12,500

NFP RETIREMENT INC1+ years

Service code 16

120 VANTIS · ALISO VIEJO, CA 92656

Consulting

$12,500

T ROWE PRICE RPS INC1+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$4,566

KINGSTON RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KINGSTON RETIREMENT SAVINGS 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