Retirement plan

PKL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Name: PKL SERVICES, INC. - PKL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN (2016) Form 5500
Creator: PKL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PKL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN, PKL SERVICES, INC.

PKL SERVICES, INC.EIN 47-0906427Plan #002PY 2016

14265 DANIELSON ST., STE. C-1 - POWAY, CA 92064818-679-1755pklservices.comLinkedIn201-500 employeesaviation & aerospace

Other plans on this EIN

1 filing

#001Retirement-$597K assets

Prospect flagsHigh cash

How to read this page

Total assets (EOY)

$25.5M

+75.5% from 2015

Total participants

291

-0.3% from 2015

Average account balance

$77,786

+56.2% from 2015

Annual return

27.78%

+46.47 pp from 2015

Benchmarks

See 2,524 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort2,524 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.68M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

297

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.

88.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-8.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$95

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 2 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS1 year Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044	Recordkeeping	$15,345
BENEFIT ASSOCIATES, INC.1 year Filed as: BENEFIT ASSOCIATES, INC Service code 15 · EIN 95-3775762	Recordkeeping	$2,975

Plan features & details

Pension benefit codes2E2J2K2P2Q

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

Opportunity flags

1 tripped

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.

Expense breakdown

Schedule H Part II

Admin total

$11K

$41 / participant

Investment mgmt$11K100.0%

% of EOY assets

0.043%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,786

$80,177-3.0%

$123,894-37.2%

$57,658+34.9%

Participation rate

100.0%

74.4%+25.6pp

81.4%+18.6pp

70.2%+29.8pp

Annual return

27.78%

17.90%+9.9pp

47.52%-19.7pp

5.13%+22.6pp

Employer contribution / active EE

$25,053

$2,913+760.1%

$4,617+442.6%

$1,974+1169.3%

Participant deferral / active EE

$2,116

$5,130-58.8%

$5,984-64.6%

$3,061-30.9%

Admin fee / account holder

$33

$106-68.7%

$8,357-99.6%

$95-64.8%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS1 year

Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,

Service code 15 · EIN 13-3689044

Recordkeeping

$15,345

BENEFIT ASSOCIATES, INC.1 year

Filed as: BENEFIT ASSOCIATES, INC

Service code 15 · EIN 95-3775762

Recordkeeping

$2,975

PKL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PKL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP AND 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