Retirement plan

KEPNER PRODUCTS COMPANY 401(K) PLAN

Name: KEPNER PRODUCTS COMPANY - KEPNER PRODUCTS COMPANY 401(K) PLAN (2020) Form 5500
Creator: KEPNER PRODUCTS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEPNER PRODUCTS COMPANY 401(K) PLAN, KEPNER PRODUCTS COMPANY

KEPNER PRODUCTS COMPANYEIN 36-2114931Plan #001PY 2020

995 N ELLSWORTH AVE. - VILLA PARK, IL 60181630-279-1550kepner.comLinkedIn51-200 employeesmachinery

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.8M

+8.3% from 2019

Total participants

-10.4% from 2019

Average account balance

$88,978

+5.0% from 2019

Annual return

11.42%

-8.36 pp from 2019

Benchmarks

See 14,881 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,881 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.99M

Not enough data

1 years with asset history on file

Average account balance

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

$113K

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

$390K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+9.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8677

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

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

$584K

$11454 / participant

Other / not subdivided$584K100.0%

% of EOY assets

10.100%

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

$88,978

$78,428+13.5%

$95,960-7.3%

$79,852+11.4%

Participation rate

92.2%

73.5%+18.7pp

77.1%+15.1pp

69.6%+22.5pp

Annual return

11.42%

19.37%-8.0pp

91.63%-80.2pp

31.72%-20.3pp

Employer contribution / active EE

$1,846

$1,945-5.1%

$2,541-27.4%

$2,471-25.3%

Participant deferral / active EE

$5,209

$3,440+51.4%

$4,167+25.0%

$3,740+39.3%

Admin fee / account holder

$8,987

$5,622+59.8%

$6,797+32.2%

$5,306+69.4%

KEPNER PRODUCTS COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEPNER PRODUCTS COMPANY 401(K) 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