Retirement plan

KEEN COMPRESSED GAS COMPANY 401(K) PLAN

Name: KEEN COMPRESSED GAS COMPANY - KEEN COMPRESSED GAS COMPANY 401(K) PLAN (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$15.6M

-8.7% from 2017

Total participants

115

+0.9% from 2017

Average account balance

$136,707

-8.7% from 2017

Annual return

-5.37%

-18.82 pp from 2017

Benchmarks

See 2,344 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants100-249

Cohort2,344 peers

Snapshot2018

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

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

$1.6M

$14531 / participant

Other / not subdivided$2M100.0%

% of EOY assets

10.163%

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

$136,707

$66,302+106.2%

$110,243+24.0%

$56,289+142.9%

Participation rate

99.1%

74.9%+24.2pp

79.8%+19.3pp

69.9%+29.2pp

Annual return

-5.37%

-1.18%-4.2pp

314.76%-320.1pp

-9.96%+4.6pp

Employer contribution / active EE

$4,071

$2,047+98.9%

$3,827+6.4%

$2,111+92.8%

Participant deferral / active EE

$4,808

$3,381+42.2%

$4,672+2.9%

$3,350+43.5%

Admin fee / account holder

$13,894

$698+1889.1%

$8,548+62.5%

$521+2567.0%

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