Retirement plan

KAISER GROUP INTERNATIONAL, INC. SECTION 401(K) PLAN

Name: KAISER GROUP INTERNATIONAL, INC. - KAISER GROUP INTERNATIONAL, INC. SECTION 401(K) PLAN (2020) Form 5500
Creator: KAISER GROUP INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KAISER GROUP INTERNATIONAL, INC. SECTION 401(K) PLAN, KAISER GROUP INTERNATIONAL, INC.

KAISER GROUP INTERNATIONAL, INC.EIN 54-1437073Plan #003PY 2020

1943 50TH STREET NORTH - BIRMINGHAM, AL 35212205-592-0031

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$48.6M

+10.2% from 2019

Total participants

310

0.0% from 2019

Average account balance

$159,256

+10.2% from 2019

Annual return

21.43%

-3.96 pp from 2019

Benchmarks

See 120,737 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,737 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$45.76M

Not enough data

1 years with asset history on file

Average account balance

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

$211K

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.

228

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.

Not enough data

0 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

+16.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$147

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
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-1945930	Recordkeeping	$14,933
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437	Accounting	$13,000

Plan features & details

Pension benefit codes2E2G2J2K3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$28K

Contract admin$15K53.5%
Other / not subdivided$13K46.5%

% of EOY assets

0.058%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WARREN AVERETT, LLC
Auditor EIN: 454084437
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$159,256

$165,399-3.7%

$149,745+6.4%

$158,982+0.2%

Participation rate

0.0%

84.6%-84.6pp

82.5%-82.5pp

82.0%-82.0pp

Annual return

21.43%

348.34%-326.9pp

276.72%-255.3pp

302.99%-281.6pp

Employer contribution / active EE

$5,105-100.0%

$4,646-100.0%

$4,763-100.0%

Participant deferral / active EE

$7,183-100.0%

$6,843-100.0%

$5,983-100.0%

Admin fee / account holder

$92

$10,811-99.2%

$9,312-99.0%

$11,252-99.2%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.6+ years

Filed as: VANGUARD FIDUCIARY TRUST COMPANY

Service code 15 · EIN 23-1945930

Recordkeeping

$14,933

WARREN AVERETT, LLC1 year

Service code 10 · EIN 45-4084437

Accounting

$13,000

KAISER GROUP INTERNATIONAL, INC. SECTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KAISER GROUP INTERNATIONAL, INC. SECTION 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