Retirement plan

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

Name: KAISER GROUP INTERNATIONAL, INC. - KAISER GROUP INTERNATIONAL, INC. SECTION 401(K) PLAN (2021) 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 2021

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

Prospect flagsWind-down / frozen

How to read this page

Total assets (EOY)

$51.4M

+5.9% from 2020

Total participants

273

-11.9% from 2020

Average account balance

$193,319

+21.4% from 2020

Annual return

15.21%

-6.22 pp from 2020

Benchmarks

See 126,134 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,134 peers

Snapshot2021

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.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930	Recordkeeping	$16,560
WARREN AVERETT, LLC2 years Service code 10 · EIN 45-4084437	Accounting	$14,000

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

$33K

Contract admin$19K57.5%
Other / not subdivided$14K42.5%

% of EOY assets

0.064%

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$193,319

$176,077+9.8%

$159,455+21.2%

$167,518+15.4%

Participation rate

0.0%

84.9%-84.9pp

82.8%-82.8pp

82.1%-82.1pp

Annual return

15.21%

331.83%-316.6pp

263.63%-248.4pp

478.71%-463.5pp

Employer contribution / active EE

$5,298-100.0%

$4,830-100.0%

$4,838-100.0%

Participant deferral / active EE

$7,751-100.0%

$7,353-100.0%

$6,342-100.0%

Admin fee / account holder

$124

$12,556-99.0%

$10,800-98.9%

$12,312-99.0%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.1 year

Filed as: VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$16,560

WARREN AVERETT, LLC2 years

Service code 10 · EIN 45-4084437

Accounting

$14,000

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