Retirement plan

KMK REAL ESTATE SERVICES, INC. PROFIT SHARING PLAN

Name: KMK REAL ESTATE SERVICES, INC. - KMK REAL ESTATE SERVICES, INC. PROFIT SHARING PLAN (2015) Form 5500
Creator: KMK REAL ESTATE SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KMK REAL ESTATE SERVICES, INC. PROFIT SHARING PLAN, KMK REAL ESTATE SERVICES, INC.

KMK REAL ESTATE SERVICES, INC.EIN 47-0897071Plan #001PY 2015

2999 OVERLAND AVENUE, SUITE 130 - LOS ANGELES, CA 90064310-306-3504

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$714K

No prior year

Total participants

No prior year

Average account balance

$26,460

No prior year

Annual return

-1.27%

No prior year

Benchmarks

See 3,138 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,138 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.81M

Not enough data

1 years with asset history on file

Average account balance

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

$53K

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.

87.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$213K

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

+6.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15103

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$46K

$1393 / participant

Other / not subdivided$46K100.0%

% of EOY assets

6.435%

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

$26,460

$52,519-49.6%

$155,789-83.0%

$59,633-55.6%

Participation rate

72.7%

61.7%+11.0pp

76.1%-3.4pp

68.7%+4.1pp

Annual return

-1.27%

53.51%-54.8pp

71.54%-72.8pp

2041.45%-2042.7pp

Employer contribution / active EE

$1,063

$1,589-33.1%

$3,839-72.3%

$2,203-51.8%

Participant deferral / active EE

$2,485

$3,084-19.4%

$4,798-48.2%

$3,192-22.1%

Admin fee / account holder

$1,703

$3,540-51.9%

$7,477-77.2%

$4,297-60.4%

KMK REAL ESTATE SERVICES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KMK REAL ESTATE SERVICES, INC. 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