Retirement plan

KEY TECHNOLOGIES HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Name: KEY TECHNOLOGIES HOLDINGS, INC. - KEY TECHNOLOGIES HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: KEY TECHNOLOGIES HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEY TECHNOLOGIES HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, KEY TECHNOLOGIES HOLDINGS, INC.

KEY TECHNOLOGIES HOLDINGS, INC.EIN 46-2277738Plan #003PY 2018

40 E. CROSS STREET - BALTIMORE, MD 21230410-385-0200

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.2M

+35.7% from 2017

Total participants

+20.9% from 2017

Average account balance

$100,262

+12.2% from 2017

Annual return

9.69%

+9.69 pp from 2017

Benchmarks

See 25,536 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,536 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.28M

Not enough data

1 years with asset history on file

Average account balance

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

$253K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$699K

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

-11.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3412

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 codes2E2I2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$62K

$1282 / participant

Other / not subdivided$62K100.0%

% of EOY assets

1.180%

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

$100,262

$77,816+28.8%

$123,552-18.9%

$64,173+56.2%

Participation rate

100.0%

74.7%+25.3pp

82.3%+17.7pp

69.6%+30.4pp

Annual return

9.69%

12.49%-2.8pp

119.20%-109.5pp

7.63%+2.1pp

Employer contribution / active EE

$20,833

$3,014+591.2%

$4,628+350.2%

$2,381+775.0%

Participant deferral / active EE

$5,240-100.0%

$6,426-100.0%

$3,470-100.0%

Admin fee / account holder

$1,183

$5,519-78.6%

$9,285-87.3%

$4,887-75.8%

KEY TECHNOLOGIES HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEY TECHNOLOGIES HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP 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