Retirement plan

KWIK TRIP, INC. PROFIT SHARING 401(K) PLAN

Name: KWIK TRIP, INC. - KWIK TRIP, INC. PROFIT SHARING 401(K) PLAN (2018) Form 5500
Creator: KWIK TRIP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KWIK TRIP, INC. PROFIT SHARING 401(K) PLAN, KWIK TRIP, INC.

KWIK TRIP, INC.EIN 39-1036365Plan #001PY 2018

1626 OAK STREET - LACROSSE, WI 54603608-793-6214LinkedIn10001+ employeesretail

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed September 20, 1999

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$331.8M

-18.4% from 2016

Total participants

16,158

-9.4% from 2016

Average account balance

$20,925

-10.4% from 2016

Annual return

6.90%

-15.26 pp from 2016

Benchmarks

See 94 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants>=10,000

Cohort94 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$925.84M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

29,442

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+25.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$54

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393	Recordkeeping	$1,017,995
AB FUNDS3 years Filed as: ALLIANCEBERNSTEIN Service code 50 · EIN 13-4064930	Direct Payment	$164,984
STATE STREET GLOBAL ADVISORS3 years Service code 50 · EIN 81-4017137	Direct Payment	$33,563

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$1.0M

$79 / participant

Other / not subdivided$1M100.0%

% of EOY assets

0.308%

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: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,925

$38,510-45.7%

$74,549-71.9%

$73,367-71.5%

Participation rate

97.7%

53.5%+44.1pp

69.1%+28.5pp

69.5%+28.2pp

Annual return

6.90%

-0.94%+7.8pp

32.54%-25.6pp

173.45%-166.5pp

Employer contribution / active EE

$957

$774+23.7%

$1,961-51.2%

$2,499-61.7%

Participant deferral / active EE

$1,943

$1,421+36.8%

$3,108-37.5%

$4,033-51.8%

Admin fee / account holder

$64

$52+24.0%

$5,059-98.7%

$68-5.8%

Provider

Service type

Compensation

WELLS FARGO BANK, N.A.4+ years

Service code 15 · EIN 94-1347393

Recordkeeping

$1,017,995

AB FUNDS3 years

Filed as: ALLIANCEBERNSTEIN

Service code 50 · EIN 13-4064930

Direct Payment

$164,984

STATE STREET GLOBAL ADVISORS3 years

Service code 50 · EIN 81-4017137

Direct Payment

$33,563

KWIK TRIP, INC. PROFIT SHARING 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KWIK TRIP, INC. PROFIT SHARING 401(K) PLAN

Top hat statement on fileNQDC

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