Retirement plan

KEEN COMPRESSED GAS COMPANY 401(K) PLAN

Name: KEEN COMPRESSED GAS COMPANY - KEEN COMPRESSED GAS COMPANY 401(K) PLAN (2017) Form 5500
Creator: KEEN COMPRESSED GAS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEEN COMPRESSED GAS COMPANY 401(K) PLAN, KEEN COMPRESSED GAS COMPANY

KEEN COMPRESSED GAS COMPANYEIN 51-0059342Plan #002PY 2017

P O BOX 15146 - WILMINGTON, DE 19850302-594-4553keengas.comLinkedIn51-200 employeesbusiness supplies and equipment

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$17.1M

+13.9% from 2016

Total participants

114

+1.8% from 2016

Average account balance

$149,669

+11.9% from 2016

Annual return

13.45%

+7.03 pp from 2016

Benchmarks

See 2,371 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,371 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$19.17M

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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.

147

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.

96.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+10.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$334

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

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 codes2E2F2G2J2T3D

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$935K

$9162 / participant

Other / not subdivided$935K100.0%

% of EOY assets

5.477%

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

$149,669

$71,192+110.2%

$117,861+27.0%

$62,293+140.3%

Participation rate

100.0%

74.2%+25.8pp

79.7%+20.3pp

69.5%+30.5pp

Annual return

13.45%

18.66%-5.2pp

335.11%-321.7pp

28.90%-15.4pp

Employer contribution / active EE

$4,291

$1,934+121.9%

$3,786+13.3%

$2,042+110.1%

Participant deferral / active EE

$5,131

$3,189+60.9%

$4,482+14.5%

$3,169+61.9%

Admin fee / account holder

$8,198

$587+1296.0%

$8,021+2.2%

$479+1610.3%

KEEN COMPRESSED GAS COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KEEN COMPRESSED GAS COMPANY 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