Retirement plan

COMMUNITY BANKERS ASSOCIATION OF KANSAS 401(K)

Name: COMMUNITY BANKERS ASSOCIATION OF KANSAS - COMMUNITY BANKERS ASSOCIATION OF KANSAS 401(K) (2015) Form 5500
Creator: COMMUNITY BANKERS ASSOCIATION OF KANSAS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMMUNITY BANKERS ASSOCIATION OF KANSAS 401(K), COMMUNITY BANKERS ASSOCIATION OF KANSAS

COMMUNITY BANKERS ASSOCIATION OF KANSASEIN 48-0883884Plan #001PY 2015

5897 SW 29TH STREET - TOPEKA, KS 66614785-271-1404cbak.comLinkedIn1-10 employeesbanking

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$233K

No prior year

Total participants

No prior year

Average account balance

$58,196

No prior year

Annual return

-2.19%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$662K

Not enough data

1 years with asset history on file

Average account balance

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

$221K

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

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+8.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3231

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 codes2J2E2G3D

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

$3K

$812 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.395%

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

$58,196

$84,684-31.3%

$73,835-21.2%

$125,388-53.6%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-2.19%

3123.93%-3126.1pp

2268.13%-2270.3pp

282.24%-284.4pp

Employer contribution / active EE

$2,263

$3,123-27.6%

$2,788-18.8%

$4,866-53.5%

Participant deferral / active EE

$5,718

$3,993+43.2%

$3,583+59.6%

$5,352+6.8%

Admin fee / account holder

$812

$5,691-85.7%

$4,880-83.4%

$9,541-91.5%

COMMUNITY BANKERS ASSOCIATION OF KANSAS 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMMUNITY BANKERS ASSOCIATION OF KANSAS 401(K)

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